Quiz 3 of 3

Are you ready to use a spending report?

5 questions about your readiness for automated spending analysis. Informational only — no diagnosis, no scoring pressure.

Do you have access to your bank transaction history from the last three months — either in your banking app or as a downloadable CSV?

Yes — it is easy to access

Probably, but I would need to check how to download it

I am not sure how to get it

Do your main expenses mostly come from one or two bank accounts, or are they spread across many accounts and cards?

Mostly from one or two — it is fairly consolidated

A few different sources — some cards, one bank

Quite spread out across accounts

When you look at a list of your bank transactions, can you generally identify what most of them were for?

Yes — most are familiar

Mostly, with a few I would need to look up

Several look unfamiliar — I am not sure what they are

Would you be comfortable spending 20 minutes per month looking at a report of your spending and reflecting on it?

Yes — that feels very manageable

Probably, if the report was clear and not overwhelming

I would probably avoid it — looking at spending feels stressful

Is there a specific thing you would like to understand better about your finances — even if you are not sure how to get there yet?

Yes — something specific (where a category is going, whether I can afford something, etc.)

A general sense of whether I am spending sensibly

Nothing specific — I am just curious what a report would show me

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