Vault research

How do you manage money and tax records?

This five-minute survey is about what people actually do today, where money administration breaks down, and which problems are worth paying to solve.

Please do not enter account numbers, balances or other sensitive financial information. None of it is asked for and none of it is needed. Your answers are sent to our own database in Sydney when you press Send. No name is required — leave the contact field blank and the response is anonymous. You can keep a copy with Download as CSV.

About you

These questions select the relevant section of the survey.

1. Which description fits you best?Choose one
2. How many bank, credit card or investment accounts do you actively use?
3. Which tools did you actually use during the last 12 months?Choose all that apply

Choose your role in question 1 to continue.

Your personal finances

For students, employees, people with side income and personal investors.

5. What do you use financial information to decide?Choose all that apply
6. Which task would you most like to avoid doing manually?Choose one

Your work or business finances

For sole traders, freelancers and business owners.

6. How many people work in the business, including you?
7. Which tasks consumed the most time in the last financial year?Choose up to three

Importing, connecting and paying

This section is for everyone.

10. If automatic bank connections were unavailable at launch, what would you do?Choose one
11. How often would you realistically import a bank CSV?
12. Which product would you be most likely to choose today?Prices are in Australian dollars
14. Which statement best describes how you feel about financial data privacy?