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Finance & Insurance

Household Budget Habits and Financial Stress Survey

Measures how households actually track spending, allocate income, and cope with shortfalls — not just what they intend to do. Includes a spending trade-off exercise, a priority ranking of financial goals, and an AI follow-up interview that reconstructs the last time the budget broke down and what would have prevented it.

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設問の例

テンプレートの内容をプレビューできます。すべての設問は公開前に自由に編集できます。

全13問・約7分
Q01
メッセージ

Thanks for taking a few minutes to talk about your household budget. Your responses are completely confidential and anonymized. There are no wrong answers here — we're just trying to understand how real budgets actually work day to day. About 5-6 minutes.

Q02
選択式必須

Which best describes how you currently manage your household budget?

  • I don't track it in any formal way
  • I keep a rough mental estimate
  • I use a spreadsheet or written budget
  • I use a budgeting app
  • I work with a financial advisor or planner
  • Other
Q03
オピニオンスケール必須

Over the last 3 months, how confident have you felt about staying within your household budget?

スケール: 1 – 7
最小:Not confident at all最大:Extremely confident
Q04
ポイント配分必須

Thinking about a typical month, allocate 100 points across these categories based on roughly how much of your spending goes to each.

  • Housing (rent/mortgage)
  • Food & groceries
  • Transportation
  • Utilities & bills
  • Debt payments
  • Entertainment & discretionary
  • Savings & investing
100ポイントを配分
Q05
マトリクス必須

How often do you do each of the following?

4行 × 5列
  • Track spending against a budget
  • Review bills or subscriptions for errors/waste
  • Compare prices before a purchase
  • Set aside money for savings before spending
列: Never · Rarely · Sometimes · Often · Always
Q06
選択式必須

In the last 3 months, how often did you have to dip into savings or use credit to cover regular monthly expenses?

  • Never
  • Once
  • 2-3 times
  • 4 or more times
Q07
ベスト・ワースト選択（MaxDiff）必須

Which of these financial goals matter most to you right now, and which matter least?

  • Paying down debt
  • Building an emergency fund
  • Saving for retirement
  • Saving for a big purchase
  • Reducing monthly spending
  • Increasing household income
  • Improving credit score
各セットで最も良いもの・最も悪いものを選択最も良い:Matters most最も悪い:Matters least
Q08
評価スケール

How satisfied are you with the tool or method you currently use to manage your budget?

範囲: 1 – 5
最小:Not satisfied最大:Very satisfied
Q09
AIインタビュー

Anchor on the respondent's confidence score and whether they've dipped into savings or credit recently. Ask them to walk through the last specific month or moment their budget broke down: what caused it (an unexpected expense, underestimating a category, income change), what they did about it, and what would have prevented it. If they report never dipping into savings, probe what makes their budget resilient and whether that holds during unusual months like holidays.

Q10
選択式

Which range best describes your total household income before taxes?

  • Under $30,000
  • $30,000-$59,999
  • $60,000-$89,999
  • $90,000-$119,999
  • $120,000-$149,999
  • $150,000 or more
  • Prefer not to say
Q11
選択式

How many people live in your household, including yourself?

  • 1
  • 2
  • 3
  • 4
  • 5 or more
  • Prefer not to say
Q12
選択式

What is your age range?

  • 18-24
  • 25-34
  • 35-44
  • 45-54
  • 55-64
  • 65 or older
  • Prefer not to say
Q13
メッセージ

That's everything — thank you for the honest answers. We use responses like yours to understand where household budgets tend to break down and to shape tools and guidance that better match how people actually spend.

含まれる機能

  • AIによる深掘り

    自由回答に合わせてAIが追加で質問し、固定のフォームでは拾えない具体的な内容を引き出します。

  • 注意確認設問

    急いだ回答や質の低い回答者を除外する仕組みを標準で備えています。

  • AIが作成する設問文

    文言、設問の順序、条件分岐をAIが調査の目的に合わせて作成します。

  • 自動レポート

    回答が集まると、テーマ、引用、わかりやすい要約が自動で作成されます。

他ツールとの比較

ほかのアンケートツールで最も近いテンプレートを調べました。それぞれの優れている点と、このテンプレートがさらに踏み込んでいる点をまとめています。

このテンプレートを選ぶ理由

  • Includes a constant-sum trade-off exercise forcing respondents to allocate 100 points across spending categories based on actual behavior, not stated intentions
  • Uses a max-diff ranking of financial goals to reveal genuine priorities rather than a simple checklist
  • Features an AI follow-up interview that anchors on each respondent's confidence score and savings/credit usage to reconstruct their last budget breakdown and what would have prevented it
  • Combines a behavior-frequency matrix and quality-scored open responses so low-effort or contradictory answers can be flagged automatically

SurveyMonkey

Household Budget Survey Template

A ready-to-field template covering household budgeting topics, built on SurveyMonkey's established survey infrastructure. It's a static questionnaire meant to be launched as-is or lightly edited, not an adaptive interview. Good for broad benchmarking but not for probing individual financial breakdowns in depth.

優れている点

  • Fielding-ready template on a well-established survey platform
  • Likely benefits from SurveyMonkey's broad panel/distribution options
  • Simple setup for standard budget-tracking questions

物足りない点

  • No adaptive AI follow-up questioning to probe individual answers further
  • No voice AI interview option
  • No published methodology on question design or scoring transparency

Jotform

Personal Budget Tracking Form Template

This is a personal budget tracking form rather than a household financial-stress survey — it's oriented toward individual expense logging rather than research-style attitude and behavior measurement. It's a static, fielding-ready form template, useful for data collection but not for structured survey analysis like trade-off or ranking exercises.

優れている点

  • Simple, fielding-ready form for tracking personal expenses
  • Easy to customize fields for individual budget categories
  • Integrates with Jotform's broader form ecosystem

物足りない点

  • Built for expense logging, not attitudinal or coping-behavior research
  • No trade-off, ranking, or scenario-based exercises
  • No AI-driven follow-up or automated quality scoring of responses

よくあるご質問

「Household Budget Habits and Financial Stress Survey」テンプレートにはどのような設問が含まれていますか？

すぐに使える設問が13問含まれており、最初の設問は次のとおりです：「Thanks for taking a few minutes to talk about your household budget. Your responses are completely confidential and anon…」・「Which best describes how you currently manage your household budget?」・「Over the last 3 months, how confident have you felt about staying within your household budget?」。すべての設問は上でプレビューでき、自由に編集できます。

このアンケートの回答にはどのくらい時間がかかりますか？

回答者は通常、13問を約7分で回答し終えます。

テンプレートは編集できますか？

はい。公開前であれば、すべての設問、選択肢、順序を編集できます。設問の追加や削除のほか、調査の目的に合わせた作り直しをAIエディターに依頼することもできます。

このテンプレートは無料で使えますか？

はい。エディターで開けば、すぐに編集を始められます。お試しにアカウントは不要で、無料プランでアンケートを公開できます。

公開の準備はできましたか？

このテンプレートをエディターで開いてみてください。最初の回答者が目にする前に、すべてを自由に変更できます。

このテンプレートを使う無料で始める

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