Budgeting and Saving Quiz
Test your knowledge and habits to improve your financial well-being.
Your Full Name
First Name
Last Name
How often do you track your monthly expenses?
*
Always
Sometimes
Rarely
Never
Which of the following tools do you use for budgeting? (Select all that apply)
*
Mobile budgeting app
Spreadsheet (Excel, Google Sheets, etc.)
Pen and paper
None
Other
On a scale of 1 to 10, how confident are you in your ability to save money regularly?
*
Not confident
1
2
3
4
5
6
7
8
9
Very confident
10
1 is Not confident, 10 is Very confident
What is the recommended percentage of your income to save each month?
*
5%
10%
20%
50%
Which of the following best describes your primary savings goal?
*
Emergency fund
Vacation or travel
Large purchase (car, home, etc.)
Retirement
Other
Briefly describe one strategy you use or would like to use to save more effectively:
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