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| Variable | Question text | Label |
|---|---|---|
| FLDate | ||
| bg_debt_spending | Debt payments | spending debt |
| bg_education_spending | Education + childcare | spending education |
| bg_government_income | Government benefits (social security, disability, etc…) | income government benefits (social security, disability, etc…) |
| bg_grocery_spending | Groceries | spending grocery |
| bg_health_spending | Health expenses | spending health expenses |
| bg_housing_spending | Housing (rent or mortgage) | spending housing |
| bg_job_income | Job | income job |
| bg_other_income | Other income | income other |
| bg_other_spending | Other spending | spending other |
| bg_otherhh_spending | Other household shopping (supplies, pet needs, clothing, etc…) | spending other household shopping |
| bg_phone_spending | Digital services (cell phone, internet, cable, streaming, etc…) | spending digital services (cell phone, internet, cable, etc…) |
| bg_restaurants_spending | Restaurants and entertainment | spending restaurants and entertainment |
| bg_support_income | Financial support (child support, family assistance, alimony, etc…) | income financial support (child support, family assistance, alimony, etc…) |
| bg_total_income | Total income in a typical month | total income |
| bg_total_income_budget | total income in a typical month budget | |
| bg_total_income_save | total saved/lossed | |
| bg_total_spending | Total expenses in a typical month | total expenses |
| bg_total_spending_budget | total spending budget | |
| bg_transportation_spending | Transportation (e.g., car payment, gas, bus fare) | spending transportation |
| bg_utilities_spending | Utilities (gas, water, electricity, sewage, etc…) | spending utilities |
| bt001a | Stressed | budgeting tool Stressed |
| bt001b | Anxious | budgeting tool Anxious |
| bt001c | Confident | budgeting tool Confident |
| bt001d | Empowered | budgeting tool Empowered |
| bt001e | Better about your financial situation | budgeting tool Better about your financial situation |
| bt001f | Worse about your financial situation | budgeting tool Worse about your financial situation |
| bt001g | How effortful was it to complete the budgeting tool? | budget tool how effortful |
| bt002_randomizer | Indicates randomizer order bt002 series | randomizer order bt002 series |
| bt002a | Yourself | wellbeing Yourself |
| bt002b | The average American | wellbeing The average American |
| bt002c | The average American of your age and sex | wellbeing The average American of your age and sex |
| bt002d | The average American of your age and sex who lives in your city, town, or municipality | wellbeing The average American of your age and sex who lives in your city, town, or municipality |
| bt003 | How much experience do you have setting and/or using a monthly budget for yourself or your household? | experience setting/using monthly budget |
| bt004 | To what extent do you agree or disagree with the statement:
"I actively consider the steps I need to take to stick to my budget" | actively consider steps need to take to stick to budget |
| bt005 | Which of the following statements best describes how involved you are in handling the finances (such as paying bills and budgeting) for yourself or your household? | how involved in handling finances |
| bt006 | Did you set a new financial goal or budget at the start of 2022? | financial goal for 2022 |
| bt007 | Did you receive, or do you expect to receive, a substantial amount of money in your tax refund this year (2022)? | receive, or expect to receive, a substantial amount of money in tax refund 2022 |
| bt008 | If you were to set a financial goal for yourself today, how confident are you in your ability to achieve it? | how confident achieve financial goal |
| bt009 | How confident are you that you could come up with $2,000 in 30 days if an unexpected need arose within the next month? | how confident come up with 2000 in 30 days |
| bt010 | Did the budgeting tool that you completed today lead you to consider changing your income, spending, or saving behavior? (Select all that apply) | how likely use budgeting tool to change spending and/or saving behavior |
| bt011 | How likely are you to use a budgeting tool in the future? | how likely use budgeting tool in future |
| bt012 | Please think about the important characteristics that make you the person you are now - your personality, temperament, major likes and dislikes, beliefs, values, ambitions, life goals, and ideals - and please rate the degree of connectedness between the person you expect to be in 5 years compared to the person you are now, where 0 means "I will be completely different in the future" and 100 means "I will be exactly the same in the future." | connectedness between now and 5 years in future |
| bt013 | When you were completing the budgeting tool, did you make changes to any of your entries after you saw the total amount that was calculated? | made changes after initial entries budgeting tool |
| bt014 | Would you like to receive a link to additional tools and materials to help you better manage your finances? | receive additional information |
| bt015 | After you complete the budget tool, please confirm which of the following applies to you.
My budget in a typical month indicates: | pilot survey version confirm budgeting tool result |
| bt016 | When you are finished with the budgeting tool, please confirm which of the following applies to you.
The budgeting tool indicates that in a typical month: | main survey version confirm budgeting tool result |