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Personal Finance App Research Survey

Help us understand how people manage their money and what tools could make financial management easier.

How old are you?

How old are you?
A
B
C
D
E

Do you track your expenses?

Do you track your expenses?
A
B
C

How do you currently track your expenses?

How do you currently track your expenses?

Do you keep receipts after purchases?

Do you keep receipts after purchases?
A
B
C
D

Have you ever needed to find an old receipt?

Have you ever needed to find an old receipt?
A
B
C
D

What is your biggest financial challenge?

What is your biggest financial challenge?

How often do you check your expenses?

How often do you check your expenses?
A
B
C
D

Which features would be the most useful for you?

Which features would be the most useful for you?

Would you like to automatically see where your money goes without manually entering expenses?

Would you like to automatically see where your money goes without manually entering expenses?
A
B
C
D

How useful would an AI assistant that explains your financial habits be?

How useful would an AI assistant that explains your financial habits be?

Would you be interested in receiving saving recommendations based on your purchases?

Would you be interested in receiving saving recommendations based on your purchases?
A
B
C

Which expense categories would you like to analyze the most?

Which expense categories would you like to analyze the most?

Have you used any expense tracking or personal finance apps before?

Have you used any expense tracking or personal finance apps before?
A
B

Which personal finance apps have you used before?

What annoys you the most about current personal finance apps?

Imagine there is an app that automatically scans receipts, analyzes your expenses, and helps you save money.

What features would it absolutely need to have for you to use it regularly?