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Consumer Financial Confidence, Savings & Debt Stress Survey

Measures household financial confidence, savings buffer adequacy, debt stress, and behavioral coping strategies. Designed for consumer research panels to track financial resilience and segment by financial health.

Sample questions

A preview of what’s in the template. Every question is editable before you launch.

23 questions · ~4 min
Q01
Long Text

Welcome, and thank you for participating in this survey about household finances. This survey asks about your financial outlook, savings, debt, and recent financial decisions. It should take approximately 5–7 minutes to complete. Your participation is entirely voluntary, and you may stop at any time. There are no right or wrong answers — we are interested in your honest opinions and experiences. All responses are confidential and will be reported only in aggregate. Please click 'Next' to begin.

Q02
Long Text

How confident are you in your household's financial situation over the next 12 months?

Q03
Multiple Choice

Do you currently have any liquid savings you could access within 7 days?

Q04
Multiple Choice

Do you currently carry any debt (e.g., credit cards, loans, BNPL)?

Q05
Multiple Choice

Which of the following actions, if any, have you taken to manage your cash flow in the last 30 days? Select all that apply.

Q06
Long Text

Based on your responses in this survey, is there anything else you'd like to share about your current financial situation or the decisions you're making?

Q07
Multiple Choice

What is your age?

Q08
Long Text

Thank you for completing this survey. Your responses have been recorded and will be treated confidentially. We appreciate your time.

Q09
Multiple Choice

Over the next 6 months, do you expect your total household income to:

Q10
Long Text

Approximately how many months of essential expenses could your current savings cover?

Q11
Multiple Choice

Which types of debt do you currently have? Select all that apply.

Q12
Long Text

If you received an extra 100 units of your local currency this month, how would you prioritize spending it? Please rank from highest to lowest priority.

Q13
AI Interview

We'd like to understand your financial decisions in a bit more depth. An AI moderator will ask you a couple of brief follow-up questions based on your earlier responses.

Q14
Multiple Choice

What is your gender?

Q15
Multiple Choice

Compared with 12 months ago, would you say your financial cushion (savings relative to expenses) is:

Q16
Multiple Choice

In the last 3 months, how often did you add money to savings?

Q17
Long Text

In the last 30 days, how stressed have you felt about your debt obligations?

Q18
Long Text

Where do you currently live?

Q19
Long Text

How confident are you that you will reach your savings goals this year?

Q20
Long Text

How difficult is it for you to make your required minimum payments this month?

Q21
Multiple Choice

What is the highest level of education you have completed?

Q22
Multiple Choice

Have you missed or been late on any bill or loan payment in the last 90 days?

Q23
Multiple Choice

What is your current employment status?

What’s included

  • AI follow-ups

    Adaptive probes on open-ended answers that pull out detail a static form would miss.

  • Attention checks

    Built-in safeguards against rushed answers and low-quality respondents.

  • AI-drafted copy

    Wording, ordering, and branching written by the AI — tuned to your research goal.

  • Auto report

    Themes, quotes, and a plain-English summary write themselves once responses come in.

Ready to launch?

Open this template in the editor. Every part is yours to change before the first respondent sees it.