Budget Planning Readiness Assessment Form
Assess how ready you are to start or improve budget planning. Please answer the questions based on your current budgeting situation and goals.
Budget Context
Current budgeting situation
*
Personal
Household
Small business
Other
Do you currently use a budget?
*
Yes, regularly
Sometimes
No
Primary budgeting goal
*
Please Select
Control spending
Reduce debt
Save more
Track cash flow
Plan irregular expenses
Other
Readiness Assessment
How confident are you in creating a budget?
*
Not at all confident
1
2
3
4
Very confident
5
1 is Not at all confident, 5 is Very confident
How confident are you in sticking to a budget?
*
Not at all confident
1
2
3
4
Very confident
5
1 is Not at all confident, 5 is Very confident
How organized are your income and expenses?
*
Not organized
1
2
3
4
Very organized
5
1 is Not organized, 5 is Very organized
Budget Inputs and Challenges
Budget inputs and obstacles
*
Rows
Never
Rarely
Sometimes
Often
Always
Review spending
1
2
3
4
5
Track expenses
6
7
8
9
10
Have a savings target
11
12
13
14
15
Know where money is going
16
17
18
19
20
Main challenge preventing effective budgeting
*
Please Select
Irregular income
Unexpected expenses
Not enough time to review finances
Difficulty tracking spending
Unclear savings goal
Discipline with spending
Other
Planning Goals and Support
Most helpful support area
*
Template
Coaching
Reminders
Expense categorization
Goal setting
Forecast help
Other
Additional budget planning details or constraints
Submit
Should be Empty: