SurveyIndividuals4 questions · ~3 min

Savings Goals Survey template

This free Savings Goals Survey template helps you explore personal savings goals and challenges. It has 4 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 — free All templates

Questions in this template

What are you saving for? *
Multiple choice
Emergency fund · Home · Education · Retirement · Travel · Wedding / family event · Not saving right now · Other
Roughly what share of your income do you save?
Single choice
Less than 5% · 5–10% · 10–20% · More than 20% · Prefer not to say
What makes saving hard?
Multiple choice
Cost of living · Debt repayments · Irregular income · Family commitments · Lack of a plan · Other
How confident are you about reaching your main goal?
Rating scale

* required. Every question is editable.

Recommended settings

Visibility: Unlisted — only people with the link
Responses: Anonymous — not linked to accounts
Results: Only you and your workspace see results
One response per: Browser

Best for: Optional sensitive questions, privacy notice.

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.

Savings Goals Survey: frequently asked questions

What questions should a Savings Goals Survey include?

A good Savings Goals Survey is short and focused. This template asks: What are you saving for? · Roughly what share of your income do you save? · What makes saving hard? · How confident are you about reaching your main goal? Remove anything you won’t act on.

Is the Savings Goals Survey anonymous?

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

How long does the Savings Goals Survey take to complete?

About 3 minutes — 4 questions. Shorter surveys get more responses.

Can I customise the Savings Goals 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.