Home
Forms Library
Values and spending survey

Values and spending survey 2026

values and spending survey Preview on Page 1

See details

4.7 out of 5

28 votes

The document is a Values and Spending Survey designed to help individuals identify their spending preferences by comparing pairs of values related to financial decisions. Participants are asked to choose between various values, such as charity, education, and recreation, based on how they would spend an extra $100 if all bills were paid. The survey culminates in ranking these values to assist in setting financial priorities and aligning them with recent spending habits.

Here's how it works

01. Edit your form online

Type text, add images, blackout confidential details, add comments, highlights and more.

02. Sign it in a few clicks

Draw your signature, type it, upload its image, or use your mobile device as a signature pad.

03. Share your form with others

Send it via email, link, or fax. You can also download it, export it or print it out.

How to use or fill out values and spending survey with our platform

Ease of Setup

DocHub User Ratings on G2

Ease of Use

DocHub User Ratings on G2

Click ‘Get Form’ to open the values and spending survey in the editor.
Begin by entering your name and date at the top of the form. This personalizes your survey experience.
Review each pair of values presented in the survey. For every pair, circle the value that resonates most with you, reflecting how you would spend an extra $100.
Once you've completed circling your preferences, move to section A. Here, tally the number of times you selected each option and write it down.
In section B, rank the categories based on your tallies. Write down your top choices in order of importance to help clarify your financial priorities.
Finally, reflect on how these priorities align with your recent financial decisions. Keep this list handy for future reference.

Start using our platform today to easily complete your values and spending survey for free!

be ready to get more