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Fintech App Survey
Hi everyone! I'm working to build an AI fintech app helping users budget, invest, and overall improve their financial literacy. This survey takes about 10 minutes to complete. Thanks for participating! Your feedback is invaluable.
Budgeting Habits
How do you currently manage your finances? (Select all that apply)
spreadsheets
budgeting apps (ex. Mint)
Manually (pen and paper)
I don't actively manage my finances.
Other:
How often do you review your spending?
Daily
Weekly
Monthly
Rarely
Never
Clear selection
Do you use any apps or tools to track spending?
Yes
No
Sometimes
Clear selection
If yes, which apps do you use?
Your answer
How confident are you in your financial literacy (understanding budgeting, saving, and investing)?
not confident at all
1
2
3
4
5
extremely confident
Clear selection
What are the most common challenges you face when managing your finances? (Select all that apply)
Tracking expenses regularly
Staying consistent with a budget
Understanding where my money goes
Current tools/apps are too complicated
Other:
What challenges do you face with your current apps/tools for managing your money?
Your answer
Investing Habits
Have you ever invested in stocks, crypto, or other assets?
Yes
No
Clear selection
If you don't invest, what has stopped you from starting? (Select all that apply)
Lack of knowledge or confidence
Fear of losing money
Lack of funds
Not interested in investing
Other:
Do you use any apps or tools to manage investments?
Yes
No
Sometimes
Clear selection
If yes, what platforms do you currently use for investing? (Select all that apply)
Robinhood
Wealthsimple
Coinbase
Other:
What challenges do you currently face when investing?
Your answer
Features and Preferences
Which of the following features would interest you most in a financial management app? (Select all that apply)
Personalized tips for budgeting or saving
Ability to set and track financial goals
Notifications related to spending and saving (ex. alerts for overspending)
Investment tracking and insights
Automated investment suggestions based on financial goals and risk tolerance
Tools to compare the performance of different investment portfolios
Beginner-friendly investment suggestions
Educational resources for budgeting and investing
Other:
What types of notifications would you find helpful? (Select all that apply)
Alerts for overspending
Reminders for savings or budgeting goals
Market updates for investments
Suggestions for improving financial habits
Other:
Would you be open to participating in further discussions or testing this app?
Yes (please provide email under "other")
No
Other:
Clear selection
Thank you for participating!
I will reach out shortly if you've provided your email to further discuss your responses.
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