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Life Hacks Competitor Research Survey

Customer Survey

Customer Interviews

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Customer Interviews

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Research Objective

To understand customer experiences and perceptions of YNAB, including satisfaction, dissatisfaction, areas of improvement, and unmet financial management needs.

Customer Interview Details

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Survey Objectives

To understand customer experiences and perceptions of YNAB, including satisfaction, dissatisfaction, areas of improvement, and unmet financial management needs.

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Objective

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Target Responders

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To understand customer experiences and perceptions of YNAB, including satisfaction, dissatisfaction, areas of improvement, and unmet financial management needs.
[{"text":"Have you used YNAB for personal budgeting in the past six months?","type":"mc","options":["Yes","No"],"required":true}, {"text":"Which YNAB subscription plan are you currently on?","type":"mc","options":["Monthly plan","Annual plan","Not currently subscribed"],"required":true}, {"text":"How often do you log into your YNAB account?","type":"mc","options":["Daily","Weekly","Monthly","Rarely"],"required":true}, {"text":"Have you used any other personal finance tools along with YNAB?","type":"mc","options":["Yes","No"],"required":false}, {"text":"Would you consider switching from YNAB to a different personal finance tool?","type":"mc","options":["Yes","No","Maybe"],"required":true}]
[{"text":"What do you like most about using YNAB?","type":"open","required":true}, {"text":"What limitations do you face while using YNAB?","type":"open","required":true}, {"text":"How well does YNAB help you achieve your financial goals?","type":"open","required":true}, {"text":"Are there any features you find particularly valuable in YNAB?","type":"open","required":false}, {"text":"How supportive do you find YNAB's educational resources (tutorials, workshops)?","type":"mc","options":["Very supportive","Somewhat supportive","Not supportive","N/A"],"required":true}, {"text":"If you could change one thing about YNAB, what would it be?","type":"open","required":true}, {"text":"On a scale of 1 to 10, how likely are you to recommend YNAB to a friend or colleague? (1 being not likely, 10 being very likely)","type":"mc","options":["1","2 - 4","5 - 7","8 - 10"],"required":true}, {"text":"What could be added to YNAB to better address your personal financial priorities?","type":"open","required":true}, {"text":"What alternative financial management tools have you considered or used before YNAB?","type":"open","required":false}, {"text":"How does YNAB compare to other budgeting tools you've tried in terms of ease of use?","type":"mc","options":["Much easier","Slightly easier","About the same","More difficult"],"required":true}, {"text":"Have you faced any issues regarding data security or syncing with bank accounts in YNAB?","type":"mc","options":["Yes","No","Not applicable"],"required":true}, {"text":"Is personalized advice important to you in a budgeting tool? Why or why not?","type":"open","required":true}]
Thank you for taking the time to participate in this survey. Your feedback is invaluable to us as we seek to understand how users like you experience YNAB, a leading personal budgeting tool. Your insights will help us enhance our services and better meet user demands.
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