SurveyIndividuals5 questions · ~3 min

Monthly Spending Habits Survey template

This free Monthly Spending Habits Survey template helps you understand common spending categories and habits. It has 5 ready-made questions, takes about 3 minutes to answer, and is anonymous by default. Customise every question, then share it by link, QR code or website embed.

Use this template — freeAll templates

Questions in this template

  1. Rank where most of your monthly money goes *
    Ranking
    Housing · Food & groceries · Transport · Bills & subscriptions · Entertainment & dining out · Family support
  2. Do you follow a monthly budget? *
    Single choice
    Yes, closely · Roughly · No
  3. How do you mostly pay?
    Single choice
    Card · Mobile wallet / UPI / PayNow · Cash · Bank transfer · Other
  4. How in control of your spending do you feel?
    Rating scale
  5. What is one spending habit you’d like to change?
    Long text

* required. Every question is editable.

Recommended settings

Visibility
Unlisted — only people with the link
Responses
Anonymous — not linked to accounts
Results
Respondents see totals and charts after answering
One response per
Browser

Best for: Anonymous option, charts.

Best practice for personal finance & lifestyle

  • Keep money questions optional and in ranges, never exact amounts.
  • Explain how answers will be used in “Why you’re asking”.
  • Share results as charts only; text answers stay private to you.

Monthly Spending Habits Survey: frequently asked questions

What questions should a Monthly Spending Habits Survey include?

A good Monthly Spending Habits Survey is short and focused. This template asks: Rank where most of your monthly money goes · Do you follow a monthly budget? · How do you mostly pay? · How in control of your spending do you feel? — plus 1 more. Remove anything you won’t act on.

Is the Monthly Spending Habits Survey anonymous?

Yes. Responses are anonymous by default and aren’t linked to anyone’s account.

How long does the Monthly Spending Habits Survey take to complete?

About 3 minutes — 5 questions. Shorter surveys get more responses.

Can I customise the Monthly Spending Habits Survey template?

Yes. Every question, option and setting is editable before you publish, and you can add skip logic, pages, a cover image and translations into 20 more languages, from Chinese, Hindi and Spanish to Arabic, Bengali and Hausa.

How do I share the Monthly Spending Habits Survey and see results?

Publish it to get a link, QR code and embed code. Results update live; export to CSV or Excel, print a PDF report, or connect Google Sheets.

Monthly Spending Habits Survey template (free) · Quibzy