|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.
||why no written budget|
|q022||Why don’t you use automatic transfers? Select up to three reasons.||why not automatic transfers|
|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. ||barriers when planning long-term finances|
|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|