How do I prepare for the survey?

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Post Adjustment > Expenditure Surveys > General Questions (Pre-survey) >

How do I prepare for the survey?

You can start by previewing the types of expenditures included in the survey and estimating and/or averaging what you spend per category.

 

A new, easy to use Excel-based personal expense tracking tool can be found on this webpage. This tool not only makes completing the survey easier, but also can be valuable in serving as a personal budgeting tool.

 

All categories and questions have specific instructions, which are available on our website. It may be helpful to review those instructions for the categories that relate to you.