Here's a few things you should know before you begin:
Remember that personal finance is personal. Enter your numbers as you interpret them, personally.
If you really get stuck, the survey team will be watching the posting thread and answering
interpretation questions as able. I highly recommend you skim each section asking for numbers
before you enter yours, to see into which categories you will put your amounts. Because personal
finance is personal, some buckets may not be precisely consistent with your personal buckets.
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- If you are not in the United States, you can enter all "dollar" amounts in your native currency.
-Enter dollar amounts as a whole number, appropriately rounded. E.G. $32,594.56 is entered as
32595, with no commas.
- Enter percentages as a number, e.g. 4% is entered as 4, 20% is entered as 20, 33.5% is entered as
33.5, etc. Fields for percentages will accept a decimal number.
- Symbols for dollars ($) and percentages (%) are not needed.
- Each question begins with an alphanumeric designation (e.g. A1, C3, F6). At the end of the survey,
you will be asked for any comments on the survey. If you had issues with a question, please refer to
it in your comments by the alphanumeric designation.
- The alphanumeric codes on the questions will skip letters and/or numbers, this is perfectly normal
and no cause for concern. Numbering being off does not mean the survey is broken, it is expected
- The survey asks how many people contribute to your household finances, and thereafter your
responses should include all assets, debt, etc. belonging to those people. You determine the number
of people who contribute to your finances.
- This survey asks for a lot of numbers. To completely fill it out, you will need to have the values of
your investments, expenses, debt, and assets at hand, plus your 2017 expenditures, planned
retirement withdrawals, and planned retirement expenditures.
- Almost all questions are skippable; if a question does not apply to you or you haven't yet determined
the answer, skip it.