Your Experience With Home Costs & Moving v2

Your Experience With Home Costs & Moving

Thanks for helping out! This short survey is part of a personal UX case study to design a budgeting and expense-tracking app for people relocating homes and managing homeownership costs afterward. All responses are anonymous and for learning purposes only. There are no right or wrong answers—just your honest experience.
Is this your first home?*

YesNo
What is your current living situation?*

I rent my homeI own my home (with a mortgage or fully paid off)I live with family or friends and pay rentOther
How do you currently manage or keep track of your homeownership costs?*
Homeownership costs: mortgage payments, maintenance fees (condos), utilities, property taxes, HOA fees etc.
How well does your current method help you manage both necessary homeownership expenses and personal spending?*

Not well at allSlightly WellModerately wellVery wellExtremely wellI don't use any particular method
What do you find challenging about your current method?*
Have you tried any other methods in the past?
What do you think makes your current method so effective for managing your expenses?*
Have you adapted or customized your method over time? If so, how?
Can you tell me why you haven’t used a particular method to track your expenses?*
Did you use the same approach to manage expenses during your home relocation process?*

YesNoI don't use any particular method
What challenges, if any, have you encountered when inputting or updating financial information related to moving?*
Please describe in detail the different method you used during your home relocation process. Why did you change your method?*
What challenges, if any, have you encountered when inputting or updating financial information related to moving?*
Can you tell me why you haven’t used a particular method to track your expenses?*
Do you share the responsibility of paying for your homeownership costs with anyone else?*

YesNo
Who helps contribute to these costs? (Select all that apply)*

Partner/spouseFamily member(s)Roommate(s)Other
How well does your current system for managing shared expenses work for your group?*

Not well at allSlightly wellModerately wellVery wellExtremely wellWe don't use one
What challenges or frustrations have you experienced when managing shared expenses?*
What do you find effective about how you and others manage shared payments?*
Could you share why you and your household haven't adopted a system for managing shared expenses?*
When you were budgeting for moving-related costs plus the upfront costs and fees, how ACCURATE were your cost estimates compared to the actual expenses you paid?*

Significantly underestimated costs (Actual expenses were 25%+ higher than budget)Slightly underestimated costs (Actual expenses were 10-24% higher than budget)No significant difference (Budget matched actual expenses within ±10%)Slightly overestimated costs (Actual expenses were 10-24% lower than budget)Significantly overestimated costs (Actual expenses were 25%+ lower than budget)I did not create a budget for these costsI am not sure
Before moving in, how aware were you of all the upfront costs AND fees required to secure your new home, compared to the actual upfront costs you ended up paying?*

Not at all awareSlightly awareSomewhat awareVery awareCompletely aware
What steps did you take to prepare for these upfront costs before your move? (Select all that apply)*

Researched online (articles, forums, calculators)Spoke with real estate professionals or agentsConsulted friends/familyUsed budgeting tools or checklistsRelied on advice from my bank/lenderDid not take any specific stepsI have prior knowledge & experienceOther
Have you ever missed out on, felt unsure about, or been unaware of any tax deductions related to moving? If so, can you describe that experience?*
If you could change one thing about how you managed your finances during your last move, what would it be?*
Should be Empty: