Where Is Your Money Really Going? Get Your AI Budget Reset Plan
Find your money leaks and get a simple budget you can actually stick to. Answer 13 questions and get a personalized AI Budget Reset Plan. Money Clarity rating (1-10) and a clear verdict Where your mon…
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About this template
Where Is Your Money Really Going? Get Your AI Budget Reset Plan is a free quiz template with 13 questions. Take the live preview above, then copy it into your own RooQuiz account — the questions, results and follow-up are all yours to edit before you publish.
What's inside: 13 questions
Every question below comes with the template, in this order. After you copy it, you can reword, reorder or remove any of them.
- Which best describes your household?Single, no kids · Couple, no kids · Family with kids · Single parent · Retired · Sharing with roommates
- How does your income arrive?Steady salary or wages · Variable (freelance, commission, business) · A mix of steady and variable
- How often are you paid?Weekly · Every two weeks · Twice a month · Monthly · Irregularly
- Roughly what is your household's monthly take-home pay (after tax)?Under $2,000 · $2,000 - $3,999 · $4,000 - $5,999 · $6,000 - $8,999 · $9,000 - $12,999 · $13,000+ · +1 more
- What are your biggest fixed monthly costs? Rough amounts are fine (e.g. rent $1,600, car $420).
- Where do you suspect money slips away?Takeout and food delivery · Subscriptions I forget about · Online shopping · Impulse buys in stores · Kids' activities and extras · Travel and going out · +2 more
- How do you track spending today?I don't · I check my bank balance · A budgeting app · A spreadsheet · I tried, but stopped
- How long could your savings cover essential expenses if your income stopped?I have no savings · Less than 1 month · 1-2 months · 3-5 months · 6+ months
- Which kinds of debt do you have right now?Credit card balance carried month to month · Car loan · Student loans · Personal loan · Buy now, pay later balances · Mortgage · +1 more
- What is your most important money goal for the next 12 months?
- Which statement sounds most like you?I want detailed control of every dollar · I want a simple system I can set and forget · I've tried budgets and they felt too restrictive · My partner and I aren't on the same page
- How stressed do you feel about money right now?
- If one money worry disappeared tomorrow, which would you choose?
Sample report
A real report generated from one completed response. Every respondent gets their own version, written from their answers.
A calmer money rhythm for your freelance life
Your reset focuses on tax confidence, a three-month buffer, and clearing your $2,100 card balance.
- 1. Where you stand
- 2. Your money map
- 3. Find the leaks without judging yourself
- 4. Your budget method: buckets with a weekly release
- 5. Safety net and debt order
- 6. Your 30-day reset checklist
- 7. Your 20-minute weekly money date
How the AI report works
Nothing is scored. When a respondent finishes, AI reads their answers (and any files they upload) and writes a personal report following the template's instructions.
How to use this template
- Answer the live preview yourself to see exactly what a respondent sees, question by question.
- Copy it into your account — the questions, scoring logic and result pages all come with it.
- Rewrite the copy, add your own branding and call to action, then publish it on your own link or embed it on your site.