Personal Finance Literacy Survey

Personal Finance Literacy Survey — Form Fields

This surveys template includes 7 fields. Gauge financial knowledge, habits, and confidence across budgeting, saving, investing, and debt management. Free to customize and use on ZenBuild.

• Do you currently follow a monthly budget? (multiple choice, required) — options: Yes, strictly, Yes, loosely, I track spending but don't budget, No
• How confident do you feel managing your personal finances? (rating, required)
• Which financial accounts or instruments do you currently have? (checkboxes, optional) — options: Checking account, High-yield savings account, Retirement account (401k, IRA), Brokerage / investment account, Credit card, None of the above
• Do you have an emergency fund covering at least 3 months of expenses? (multiple choice, required) — options: Yes, Partially (less than 3 months), No, but I'm working on it, No
• How well do you understand investing basics (stocks, bonds, index funds)? (rating, required)
• Where do you go to learn about personal finance? (checkboxes, optional) — options: Books or podcasts, YouTube or online courses, Financial advisor, Family or friends, Social media, I don't actively seek financial education
• What is your biggest financial challenge right now? (long text, optional)