ACTIONABLE RESEARCH ON GEN Z AND MILLENNIALS

Which of these financial tools/resources have you used?

Source: Survey Data 2019 09A Field Dates: 08/16/2019 - 08/21/2019Base: N=1000Type: Multiple Response

Download full datafile (.xlsx)

[OPTIONS]
  1. Investing app
  2. Budgeting app
  3. Online financial education course
  4. In-person financial education course
  5. Online articles on finance
  6. Tax preparation software (e.g. TurboTax)
  7. An accountant
  8. Consumer-led forum on investing / finance (e.g. StockTwits)
  9. Money journal / diary
  10. Other, please specify:
  11. Other, please specify:
  12. None of these
Scroll to view the entire table
P305. Which of these financial tools/resources have you used?
Total Gender Age Groups Generation Age Groups Age Groups Age Groups Age and Gender Generation and Gender Academic Status Race Hispanic Region City Parent Parent
Male Female Under 18 18 and Over Gen Z (13 to 18) Millennial (19 to 37) Under 21 21 and Over 13 to 17 18 to 20 21 to 24 25 to 29 30 to 34 35 to 37 13-17 18-24 25-37 13 to 17, M 13 to 17, F 18 to 24 ,M 18 to 24, F 25 to 37, M 25 to 37, F Gen Z (13 to 18), M Gen Z (13 to 18), F Millennial (19 to 37), M Millennial (19 to 37), F Middle School / High School College Not in School Caucasian/White African American/Black Asian/Other Hispanic Non-Hispanic Midwest Northeast South West City Non-City Yes No Moms Dads
Online articles on finance 33% 37% 28% 19% 36% 18% 37% 21% 37% 19% 25% 42% 37% 39% 29% 19% 35% 36% 28% 10% 40% 29% 39% 33% 25% 11% 41% 33% 15% 38% 36% 32% 38% 30% 31% 33% 34% 26% 29% 42% 35% 27% 32% 33% 27% 34%
Tax preparation software (e.g. TurboTax) 30% 26% 34% 5% 35% 5% 37% 7% 40% 5% 10% 39% 42% 40% 36% 5% 27% 40% 8% 2% 23% 30% 34% 46% 6% 3% 32% 43% 5% 26% 39% 29% 34% 30% 25% 31% 33% 23% 32% 29% 28% 33% 29% 30% 44% 22%
Budgeting app 27% 25% 29% 18% 29% 16% 30% 17% 31% 18% 17% 31% 29% 37% 26% 18% 25% 32% 27% 7% 22% 27% 26% 38% 25% 8% 25% 35% 9% 36% 29% 26% 32% 26% 40% 23% 22% 26% 30% 29% 28% 26% 29% 26% 36% 25%
None of these 26% 20% 31% 55% 19% 54% 17% 47% 16% 55% 33% 15% 15% 14% 25% 55% 22% 17% 47% 64% 18% 27% 11% 22% 50% 59% 11% 23% 58% 13% 20% 24% 30% 34% 23% 27% 30% 29% 25% 18% 22% 33% 13% 31% 24% 7%
Money journal / diary 19% 19% 18% 16% 19% 15% 20% 16% 20% 16% 17% 26% 13% 20% 23% 16% 22% 18% 19% 13% 23% 21% 18% 18% 17% 13% 20% 20% 12% 26% 18% 19% 22% 13% 27% 16% 15% 18% 22% 18% 20% 17% 25% 16% 22% 26%
Investing app 18% 24% 12% 3% 22% 3% 23% 7% 23% 3% 14% 28% 18% 27% 21% 3% 22% 22% 5% 1% 31% 13% 28% 16% 5% 1% 30% 16% 3% 27% 20% 19% 21% 14% 24% 17% 18% 16% 19% 20% 19% 17% 25% 15% 17% 29%
An accountant 16% 21% 11% 8% 18% 8% 19% 12% 18% 8% 18% 16% 13% 28% 16% 8% 17% 19% 13% 2% 23% 11% 23% 15% 12% 4% 24% 14% 9% 23% 17% 18% 12% 10% 17% 16% 12% 15% 18% 20% 19% 12% 24% 13% 18% 27%
Online financial education course 14% 18% 10% 13% 15% 13% 15% 16% 14% 13% 21% 11% 13% 16% 15% 13% 15% 15% 14% 11% 21% 9% 19% 10% 14% 12% 20% 10% 12% 23% 12% 15% 14% 13% 14% 15% 15% 10% 15% 16% 16% 10% 19% 12% 14% 22%
In-person financial education course 12% 14% 10% 7% 13% 8% 14% 10% 13% 7% 14% 15% 12% 12% 15% 7% 15% 13% 7% 6% 18% 12% 15% 10% 7% 8% 16% 11% 7% 18% 12% 13% 12% 5% 12% 12% 14% 11% 11% 13% 11% 14% 16% 10% 12% 18%
Consumer-led forum on investing / finance (e.g. StockTwits) 8% 12% 4% 5% 9% 6% 9% 7% 9% 5% 9% 12% 8% 9% 5% 5% 11% 8% 8% 3% 16% 5% 12% 3% 8% 3% 14% 4% 6% 13% 7% 9% 7% 4% 7% 8% 4% 7% 10% 10% 9% 6% 13% 6% 2% 18%
Other, please specify: 2% 2% 2% 1% 2% 2% 2% 2% 2% 1% 2% 1% 5% 1% 0% 1% 2% 3% 1% 1% 1% 3% 2% 3% 2% 3% 2% 2% 2% 1% 2% 2% 2% 5% 3% 2% 2% 1% 2% 2% 2% 3% 0% 3% 1% 0%
Base 1000 510 490 190 810 228 772 306 694 190 116 157 214 204 118 190 273 537 97 93 140 133 273 264 116 112 394 378 193 226 580 756 142 101 226 773 239 162 352 241 659 341 311 689 109 202
Base: All Respondents