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Personal Finance Literacy Survey - Free Surveys Template | ZenBuild | ZenBuild

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Personal Finance Literacy Survey

Gauge financial knowledge, habits, and confidence across budgeting, saving, investing, and debt management.

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Personal Finance Literacy Survey

Share your financial knowledge and habits to help us understand how people manage money.

Do you currently follow a monthly budget?*

Yes, strictlyYes, looselyI track spending but don't budgetNo

How confident do you feel managing your personal finances?*

Which financial accounts or instruments do you currently have?

Checking accountHigh-yield savings accountRetirement account (401k, IRA)Brokerage / investment accountCredit cardNone of the above

Do you have an emergency fund covering at least 3 months of expenses?*

YesPartially (less than 3 months)No, but I'm working on itNo

How well do you understand investing basics (stocks, bonds, index funds)?*

Where do you go to learn about personal finance?

Books or podcastsYouTube or online coursesFinancial advisorFamily or friendsSocial mediaI don't actively seek financial education

What is your biggest financial challenge right now?

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CategorySurveys

IndustrySurveys & Research

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surveyspersonal financefinancial literacymoney habitsbudgeting