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The Budget Fitness Quiz

This quiz gives you insight into your current financial situation. It looks at the ways you spend, save, borrow, and plan your finances. This quiz only takes a few minutes to complete and helps you understand your next steps to building a financial framework.

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Question 1 of 7

Financial Strategy

 

I pay my bills on time.

A

Yes

B

Sometimes

C

I struggle to pay my bills each month

Question 2 of 7

Saving

 

I save 10% or more of my income each month.

A

Yes

B

Sometimes

C

I struggle to save each month

Question 3 of 7

Financial Planning

 

I plan ahead for large expenses

A

Sink Funds/ Rainy day funds are a huge part of my strategy

B

I save but many times it's not enough when an emergency comes up

C

I struggle to save for large expenses

Question 4 of 7

Budgeting

 

I follow a set budget each month

A

I follow a zero-based budget

B

I make a budget but I don't always update it throughout the month

C

I don't set a budget

Question 5 of 7

Financial Education

 

I look for ways to be more financially aware and educated on a regular basis.

A

Always

B

Every once in a while

C

Not very frequently

Question 6 of 7

Long-term Goals

 

At your current level of spending, how long could your household cover expenses, if you had to live on only the money you have readily available, without withdrawing money from retirement accounts or borrowing?

A

6 Months or more

B

1-5 Months

C

Less the 3 weeks

Question 7 of 7

Household Debt

 

How confident are you that your household is doing what's needed to meet longer-term goals, such as saving for a vacation, starting a business, buying a home, saving for college or retirement, or making retirement funds last?

A

Very Confident

B

Somewhat Confident

C

Not at all confident

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