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Finance & Insurance

Personal Financial Wellness & Money Habits Survey

Measures financial confidence, budgeting habits, and money stress for everyday consumers, with an AI follow-up that digs into the real story behind their biggest financial worry instead of a generic rating.

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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14問・約7分
Q01
メッセージ

Thanks for taking a few minutes to talk about your money habits and financial confidence. Your responses are completely confidential and anonymized. There are no wrong answers — honest responses help most. About 5-6 minutes.

Q02
選択式必須

Which best describes your current financial situation?

  • I'm falling behind on bills or debt
  • I'm getting by but have little left over
  • I'm comfortable and saving a little
  • I'm comfortable and saving a lot
  • I'm financially secure and building wealth
Q03
オピニオンスケール必須

How confident are you that you could cover an unexpected $500 expense right now without borrowing money?

スケール: 1 – 7
最小:Not at all confident最大:Extremely confident
Q04
マトリクス必須

Over the past few months, how often has each of these been true for you?

4行 × 5列
  • I have money left over at the end of the month
  • I know roughly how much I spend on non-essentials each month
  • I have at least 3 months of expenses saved
  • I pay my full credit card balance each month
列: Never · Rarely · Sometimes · Often · Always
Q05
選択式必須

In the last 30 days, how often did you check your bank account balance?

  • Never
  • A few times a month
  • About once a week
  • Several times a week
  • Daily
Q06
ランク付け必須

Rank these financial goals from most to least important to you right now.

  1. Paying off debt
  2. Building an emergency fund
  3. Saving for retirement
  4. Saving for a home purchase
  5. Funding education
  6. Saving for travel or leisure
ドラッグして順位を付ける
Q07
ポイント配分必須

If you unexpectedly received $1,000 today, how would you split it across these priorities?

  • Pay down debt
  • Add to emergency savings
  • Invest for the future
  • Cover immediate needs
  • Spend on something for myself
100ポイントを配分
Q08
AIインタビュー

Anchor on the respondent's confidence rating for covering an unexpected expense. If it was low, dig into the single biggest thing worrying them about money right now, what they've already tried, and what's stopped it from working. If it was high, probe which specific habits or decisions got them there so we can identify replicable behaviors. In both cases, ask for one concrete recent example rather than a general statement.

Q09
評価スケール必須

How satisfied are you with the tools or resources you currently use to manage your money?

範囲: 1 – 5
最小:Very dissatisfied最大:Very satisfied
Q10
選択式

Which of these do you currently use to manage your finances?

  • Budgeting app (e.g., Mint, YNAB)
  • Spreadsheet
  • Bank's built-in budgeting tools
  • Financial advisor
  • Investment or robo-advisor app
Q11
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
Q12
プルダウン

What is your approximate annual household income?

  • Under $25,000
  • $25,000-$49,999
  • $50,000-$74,999
  • $75,000-$99,999
  • $100,000-$149,999
  • $150,000 or more
  • Prefer not to say
Q13
選択式

What is your current employment status?

  • Employed full-time
  • Employed part-time
  • Self-employed
  • Unemployed
  • Retired
  • Student
  • Prefer not to say
Q14
メッセージ

That's everything — thank you for your honesty. Your responses feed into an aggregated report on financial confidence and habits; no individual answers are shared.

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

  • Goes beyond a single confidence rating with an AI follow-up interview that specifically anchors on the respondent's unexpected-expense confidence score and digs into the real story behind their biggest financial worry.
  • Combines quantitative structure (opinion scale, matrix, ranking, and constant-sum budget allocation for a hypothetical $1,000) with qualitative depth in one flow, rather than relying on static rating questions alone.
  • Captures both current money management tools and behavioral frequency (bank-checking habits) alongside demographics, giving a fuller picture than a single financial-situation snapshot.
  • Closes with a transparent note that responses feed into an aggregate report, and every AI probe follows a disclosed prompt rather than a hidden black-box script.

Jotform

Personal Financial Statement Form Template

This is a static data-collection form for recording assets, liabilities, and net worth (a financial statement) rather than an attitudinal survey on money habits or stress. It's fielding-ready as a form but not built to explore confidence, budgeting behavior, or emotional context around money.

優れている点

  • Drag-and-drop form builder with wide template variety
  • Familiar for structured financial disclosure/document-style data entry
  • Easy to embed or share for quick data collection

物足りない点

  • No adaptive AI follow-up to probe deeper into a respondent's financial worries — it's a fixed field form
  • No per-response quality scoring or automated interview reporting
  • Not designed to measure confidence, stress, or habits — it's a statement/disclosure form, not a behavioral survey

QuestionPro

Personal Finances Survey Questions + Sample Questionnaire Template

This page offers a genuine personal finances survey questionnaire with sample questions on spending, saving, and financial attitudes, making it a closer comparator. It reads as a template/question bank you customize and field yourself rather than an interview-driven experience.

優れている点

  • Established survey platform with logic/branching and reporting tools
  • Sample questionnaire covers similar ground (habits, attitudes) to guide survey design
  • Backed by broader survey research and panel features

物足りない点

  • No adaptive AI interview that follows up on an individual's specific worry in real time
  • No voice AI interview option or guided screen-share tasks
  • No transparent, disclosed AI prompt methodology or automated per-response quality scoring

Typeform

Personal Financial Statement Form Template

Like Jotform's version, this is a financial statement-style form (assets, liabilities, income) with Typeform's conversational one-question-at-a-time interface, not a survey measuring financial confidence or stress. It's polished and fielding-ready for form collection, but not for behavioral or attitudinal research.

優れている点

  • Clean, conversational one-question-at-a-time UI known for higher completion rates
  • Strong mobile responsiveness and visual customization
  • Easy embedding and simple logic branching

物足りない点

  • No AI-driven follow-up questioning — all questions are pre-written and static
  • Not designed to measure money stress, habits, or confidence; it's a financial statement intake form
  • No automated quality scoring or AI-generated aggregate insights report

よくあるご質問

「Personal Financial Wellness & Money Habits 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14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 money habits and financial confidence. Your responses are completely…」・「Which best describes your current financial situation?」・「How confident are you that you could cover an unexpected $500 expense right now without borrowing money?」。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、14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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