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Questionnaire for budgeting
Dear Sir or Madam, please take a few minutes of your time to complete the following questionnaire.
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1
Do you have a monthly budget in place?
Please select one option
Yes
No
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
Weekly
Monthly
Quarterly
Yearly
5
Do you use any budgeting apps or tools?
Please select one option
Yes
No
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
Using a spreadsheet
Using an app
Manually written
Not tracking expenses
10
Are you open to learning new budgeting strategies?
Please select one option
Yes
No
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