SHARE:
planning
| Variable | Question text | Label |
|---|---|---|
| q016 | A written budget to track spending | A written budget to track spending |
| q017 | I check account statements and/or receive alerts | Check account statements and/or receive alerts |
| q018 | Plan and save for specific goal(s) | Plan and save for specific goal(s) |
| q019 | Automatic bill payments | Automatic bill payments |
| q020 | To what extent does your monthly spending reflect your budget? | spending reflect budget |
| q021 | Why don't you have a written budget? Select up to three reasons. | I don't know how to create a budget |
| q022 | Why don’t you use automatic transfers? Select up to three reasons. | I was unaware of the option |
| q023 | Have you identified your priority financial goals? (For example: I'd like to save $20,000 for a down payment for a house in 5 years.) | identified financial goals |
| q024 | Do you have a written long-term financial plan? | have a written long-term financial plan |
| q025 | What barriers, if any, do you face when planning your long-term finances? Select up to three. | I am overwhelmed by the process of creating a long-term plan |
| q181 | In the past 12 months, have you used automatic transfers to transfer money from a checking account to a savings or investment account? | used automatic transfers to transfer money |