Financial Behavior Survey Template

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What is your main monthly income source? [Checkboxes]
Full-time salary
Part-time / side income
Business operating income
Investment returns
Family support / pension
Other
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How do you usually manage your monthly income?
Mostly spend, little savings
Balance spending and saving
Save most income, low consumption
Mainly invest surplus funds
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What is your primary monthly expense category?
Housing & utilities
Daily catering & shopping
Transportation & travel
Education & self-investment
Entertainment & leisure
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Do you have regular savings habits?
Yes, fixed savings every month
Save money when there is surplus
Rarely save
No savings habit
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Have you ever participated in financial investment?
Frequently invest
Occasional investment
Tried once or twice
Never invested
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Which financial products do you prefer or use?[Checkboxes]
Bank deposit / fixed deposit
Money market funds
Stocks / funds
Insurance products
Low-risk wealth management
No investment products
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What is your risk tolerance for investment?
Risk-averse, prefer guaranteed returns
Low risk with stable profit
Medium risk with balanced returns
High risk for high returns
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Do you use consumer credit or installment services?
Frequently
Occasionally
Seldom
Never
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What is your biggest financial demand at present?
Asset preservation & stable wealth growth
Reasonable consumption planning
Emergency fund accumulation
Long-term financial & retirement planning
Reduce debt & financial pressure
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What prevents you from more financial management?
Insufficient disposable funds
Lack of financial knowledge
Worry about investment risks
No time to manage finances
No demand for financial management
Other financial needs or suggestions
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