|us001||The first financial product is...
A secure online tool or mobile app that helps you stay on track within a budget. You set up spending goals in any category (e.g. dining out, food, clothing, etc.) and specify which accounts to track (e.g. checking account, credit card). The tool tracks your spending and you can choose to receive email or text alerts to notify you if your spending exceeds your set goals.
Have you used a tool like this in the last 6 months?
|used online tool|
|us001_a||How would you rate your satisfaction with this tool?||satisfaction secure online tool|
|us001_b||Please indicate your level of interest in using this tool in the future.||level interest secure online tool|
|us001_c||Who provides this tool?||who provides secure online tool|
|us001_c_other||other who provides secure online tool|
|us002||The next financial product is...
A mobile app that analyzes your bank account activity to estimate how much money you can comfortably save each week or month. The app checks your deposits and spending, notifies you of an upcoming transfer, and automatically transfers this money to your savings account. These automatic transfers can be stopped or rescheduled at any time.
Have you used a mobile app like this in the last 6 months?
|used mobile app|
|us002_a||How would you rate your satisfaction with this app?||satisfaction mobile app|
|us002_b||Please indicate your level of interest in using an app like this in the future.||level interest mobile app|
|us003||The last financial product is...
Low-fee or free personal financial advice provided by professional financial advisors or coaches. Services include help setting and meeting financial goals, budgeting and managing your money, or meeting other financial challenges, such as paying down debt.
Have you used a service like this in the last 6 months?
|used personal financial advice|
|us003_a||How would you rate your satisfaction with this service?||satisfaction personal financial advice|
|us003_b||Please indicate your level of interest in using this service in the future.||level interest personal financial advice|
|us003_c||Who provides this service?||who provides personal financial advice|
|us003_c_other||other who provides personal financial advice|