Generating user research questions

​

Warm-up Questions (5 minutes)

• Tell me about your family and what a typical weekday looks like for you.
• How do you and your partner typically handle household decisions?

​

Behavioral Questions (15 minutes)

• Walk me through the last time you made a significant family purchase. What was your thought process?
• How do you currently keep track of your family’s spending? Show me if you use any tools or apps.
• Describe a recent situation where you felt stressed about money. What triggered that feeling?
• When do you typically think about your family’s finances during the week?

​

Motivational Questions (15 minutes)

• What are your biggest financial goals for your family right now?
• Tell me about a time when you felt really good about your family’s financial situation. What made that moment special?
• What keeps you up at night when it comes to your family’s finances?
• If money wasn’t a concern, what would change about your daily routine?

​

Scenario-based Questions (10 minutes)

• Imagine your child needs unexpected school supplies worth $200. Walk me through how you’d handle this situation.
• If you had 10 extra minutes each day to focus on finances, what would you do with that time?
• Your friend asks for advice on family budgeting. What’s the first thing you’d tell them?

​

Future-state Questions (10 minutes)

• Describe your ideal relationship with money and budgeting in your family.
• What would make you excited to open a budgeting app every day?
• If you could wave a magic wand and solve one financial challenge for your family, what would it be?

​

Closing Questions (5 minutes)

• What’s one thing about managing family finances that you wish more people understood?
• Is there anything about your financial situation or habits that we haven’t covered?
• Any questions for me about what we’re building?

​

Follow-up Prompts

• “Can you give me a specific example of that?”
• “How did that make you feel?”
• “What would have made that situation easier?”
• “Tell me more about why that’s important to you.”
• “What happens if you don’t address that issue?”