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Questionnaire for budgeting

Dear Sir or Madam, please take a few minutes of your time to complete the following questionnaire.

Secured
1

Do you have a monthly budget in place?

Please select one option
2

How satisfied are you with your current budget?

Please rate your satisfaction on a scale from 1 to 10
3

What are the biggest challenges you face when budgeting?

Please provide a brief answer
4

How often do you review and adjust your budget?

Please select one option
5

Do you use any budgeting apps or tools?

Please select one option
6

On a scale from 1 to 5, how important is budgeting to you?

Please rate your importance level
7

What percentage of your income do you allocate towards savings?

Please provide a percentage
8

What is your biggest financial goal?

Please provide a brief answer
9

How do you track your expenses?

Please select one option
10

Are you open to learning new budgeting strategies?

Please select one option