Participant Number: ________________________, Date: ___________
1. What is your age?
o 18-24
o 25-34
o 35-44
o 45-54
o 55 or older
2. How many hours per week do you use a computer?
o Less than 4 hours
o 4-9 hours
o 10-20 hours
o 21-40 hours
o More than 40 hours
3. Which operating systems have you used?
o Linux
o Windows
o Mac
o Unix
4. Have you ever used any personal financial management software? If yes, when did you start, what is the name, and how long have you used it?
o Yes _______________
o No
5. Which of the following personal finance management activities did you ever do?
o Tracking income and expenses
o Create a budget plan
o Estimate net value
o Compare budget to actual spending
6. Please rank the following factors in order of importance when choosing a personal financial management tool
o Online/need to be installed
o Compatibility with Operating system
o Price
o Ease of use
o Features
7. Do you think that you might be using any personal financial management tool in the next 12 months?
o Yes
o No
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