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Consumer Finance: Confidence, Savings & Debt Survey Template

Measure consumer financial confidence, savings buffers, and debt stress. Ready-to-use survey template. Launch fast and get insights in 5-7 minutes.

What's Included

AI-Powered Questions

Intelligent follow-up questions based on responses

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Real-time sentiment and insight detection

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Detailed Reports

Comprehensive insights and recommendations

Sample Survey Items

Q1
opinion scale
How confident are you in your household’s finances over the next 12 months?
Q2
multiple choice
Over the next 6 months, do you expect your household income to:
  • Increase
  • Stay about the same
  • Decrease
  • Not sure
Q3
multiple choice
Do you currently have any liquid savings you could access within 7 days?
  • Yes
  • No
Q4
numeric
About how many months of essential expenses could your current savings cover? Enter a whole number (enter 0 if none).
Q5
multiple choice
In the last 3 months, how often did you add money to savings?
  • Weekly
  • Monthly
  • Less than monthly
  • Not at all
Q6
rating
How confident are you in reaching your savings goals this year?
Q7
multiple choice
Do you currently carry any debt (e.g., credit cards, loans, BNPL)?
  • Yes
  • No
Q8
multiple choice
Which types of debt do you currently have? Select all that apply.
  • Credit card balance
  • Auto loan/lease
  • Student loan
  • Mortgage/home loan
  • Personal loan
  • Buy Now, Pay Later (BNPL)
  • Overdraft
  • Other
Q9
opinion scale
In the last 30 days, how stressed have you felt about your debt obligations?
Q10
rating
How difficult is it to make your required minimum payments this month?
Q11
multiple choice
Have you missed or been late on any bill or loan payment in the last 90 days?
  • Yes
  • No
  • Prefer not to say
Q12
multiple choice
Which actions have you taken to manage cash flow in the last 30 days? Select all that apply.
  • Delayed a planned purchase
  • Used savings to cover expenses
  • Carried a balance on a credit card
  • Borrowed from friends/family
  • Used Buy Now, Pay Later (BNPL)
  • Postponed a bill payment
  • None of the above
Q13
multiple choice
Compared with 12 months ago, your financial cushion (savings vs. expenses) is:
  • Stronger
  • About the same
  • Weaker
  • Not sure
Q14
constant sum
If you had an extra 100 units of your local currency this month, how would you allocate it? Allocate exactly 100 points.
Q15
multiple choice
Attention check: To confirm you are paying attention, please select “Monthly.”
  • Weekly
  • Monthly
  • Less than monthly
  • Not at all
Q16
multiple choice
What is your age?
  • 18–24
  • 25–34
  • 35–44
  • 45–54
  • 55–64
  • 65 or older
  • Prefer not to say
Q17
multiple choice
What is your gender?
  • Man
  • Woman
  • Non-binary
  • Prefer not to say
Q18
dropdown
Where do you currently live?
Q19
multiple choice
What is the highest level of education you have completed?
  • Some high school or less
  • High school diploma or equivalent
  • Some college/associate degree
  • Bachelor’s degree
  • Postgraduate degree
Q20
multiple choice
What is your current employment status?
  • Employed full-time
  • Employed part-time
  • Self-employed
  • Unemployed and looking
  • Unemployed and not looking
  • Student
  • Retired
Q21
long text
Is there anything else you’d like to share about your current financial situation or decisions? (Optional)
Max 600 chars
Q22
ai interview
AI Interview: 2 Follow-up Questions on your financial situation
AI Interview
Q23
chat message
Thank you for completing the survey. Your responses have been recorded.

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Consumer Finance: Confidence, Savings & Debt Survey Template - Survey Template | QuestionPunk