Spendly👋 Help Us Build the Perfect Money Management App

1

How are you currently managing your finances?* This field is required.

With a budgeting app (WeMoney, Frollo, YNAB, Billroo, Pocketsmith)

Within my personal banking app

On a spreadsheet

I do not currently have a system for managing my finances

2

Do you share your finances with a spouse, roommate, parent, or child?* This field is required.

Yes

No

3

If yes, how do you, as a duo or household, manage your finances?

With a budgeting app

Within a banking app

On a spreadsheet

Texts, WhatsApp or other group chat

Other

4

How many financial institutions do you currently have accounts with? (eg. CommBank Savings, ING Home Loan, Qantas Credit Card, AfterPay/Zip, Wise Travel Money Card)* This field is required.

One to Two

Two to Five

Five or More

5

Have you heard of Open Banking?* This field is required.

Yes

No

6

Open banking gives you the ability to share your banking data with third parties that have been accredited by the ACCC. This will allow you to get better-suited banking products and switch products or banks more easily.

As a bank customer, you will be able to ask that your data be sent to accredited businesses which may be other authorised banks, financial institutions and organisations. You have control over how your data is used, and to whom it is given. The data is protected by the Rules of the ACCC.

More info go to https://www.ausbanking.org.au/priorities/open-banking/

7

Now you know a little more about it, how comfortable are you with the concept of Open Banking?* This field is required.

1
2
3
4
5
6
7
8
9
10

Not comfortable at all

Very comfortable

8

How much time on average do you spend managing and thinking about your finances per week?* This field is required.

0-1 Hour

1-2 Hours

2 Hours or more

I don't really look at my finances that often

9

Are you a credit card points hacker?* This field is required.

Yes

No

10

If yes, how often are you changing credit cards?

Multiple times a year

Once a year

When there's an exciting offer

Only when it expires

11

Do you have any big savings goals?* This field is required.

Yes

No

12

Do you want to get better at budgeting your money?* This field is required.

Yes

No

13

Do you invest in stocks/shares?* This field is required.

Yes

No

14

Which of the below graphs do you find easiest to read?* This field is required.

Bar Graph (horizontal)

Column Graph (vertical)

Pie Chart

Radial Chart (like Apple Activity Rings)

15

What style of design do you prefer?* This field is required.

Practical and Friendly

Dense and Data Rich

Modern and Aesthetic

Minimal and Basic

16

How many subscriptions do you have? (eg. Netflix, Kayo, Newspapers, Adobe, Canva, Office365, Uber, Dropbox, Spotify)* This field is required.

One to Five

Five to Ten

Ten or more

17

How important is this feature: Being able to customise your spending categories and tagging transactions so they're searchable later* This field is required.

1 - Not Important

2 - Of Little Importance

3 - Average Importance

4 - Important

5 - Essential

18

How important is this feature: Being able to manage all your subscription services and recurring payments in one spot no matter which payment method you use (direct debit, credit card, PayPal)* This field is required.

1 - Not Important

2 - Of Little Importance

3 - Average Importance

4 - Important

5 - Essential

19

How important is this feature: Being able to change your credit card in one spot and have all your outgoing payments moved over to your new card automatically* This field is required.

1 - Not Important

2 - Of Little Importance

3 - Average Importance

4 - Important

5 - Essential

20

How important is this feature: Being able to create savings goals and be supported on the journey to meet them* This field is required.

1 - Not Important

2 - Of Little Importance

3 - Average Importance

4 - Important

5 - Essential

21

How important is this feature: All accounts and all transactions in one app* This field is required.

1 - Not Important

2 - Of Little Importance

3 - Average Importance

4 - Important

5 - Essential

22

How important is this feature: Being able to attach receipts to a transaction that can be stored and exported at a later date* This field is required.

1 - Not Important

2 - Of Little Importance

3 - Average Importance

4 - Important

5 - Essential

23

How important is this feature: Being able to tag transactions as tax deductible for easy reference at tax time* This field is required.

1 - Not Important

2 - Of Little Importance

3 - Average Importance

4 - Important

5 - Essential

24

How important is this feature: Being able to share the responsibility of household CFO/accountant with your partner/spouse/roommate/parent/sibling/business partner* This field is required.

1 - Not Important

2 - Of Little Importance

3 - Average Importance

4 - Important

5 - Essential

25

How important is this feature: Access to exclusive discounts and rewards from partners that help ease the cost of living* This field is required.

1 - Not Important

2 - Of Little Importance

3 - Average Importance

4 - Important

5 - Essential

26

How important is this feature: Being able to login on a web app as well as a mobile app* This field is required.

1 - Not Important

2 - Of Little Importance

3 - Average Importance

4 - Important

5 - Essential

27

How important is this feature: Being given insights on your spending habits that could help you save money* This field is required.

1 - Not Important

2 - Of Little Importance

3 - Average Importance

4 - Important

5 - Essential

28

How important is this feature: A simple and approachable design to take the anxiety out of managing your money* This field is required.

1 - Not Important

2 - Of Little Importance

3 - Average Importance

4 - Important

5 - Essential

29

How important is this feature: Having a one stop shop for your personal finances saving you time each week* This field is required.

1 - Not Important

2 - Of Little Importance

3 - Average Importance

4 - Important

5 - Essential

30

How much would you be willing to pay for a money management app that offers all the above features? Key Points: view all your bank accounts in one place, gain insights on your spending, save money, have access to exclusive rewards, work towards savings goals, export a list of tax deductions and store receipts, and it's shareable.* This field is required.

$9.99 AUD/Month

$15 AUD/Month

$4.99 - $9.99/Month

I wouldn't pay for a money management app

31

In a few words, tell us why you selected that price point?

32

If you're interested in helping us test our early stage app development, want to be one of the first to access the platform, or just are keen to hear more, please sign up to our waitlist here: https://spendly.com.au/