The Money Compatibility Quiz

The Money Compatibility Quiz

How well do you and your partner agree on key money issues?  This test is not designed to test your personal opinion but rather to what degree your opinions match your partner’s.  The questions cover the key dimensions of our relationship with money: control, sufficiency, value, entitlement communication, gratification, debt, spending, risk and influence. 

Instructions: 

  1. Read the statement.

  2. Then ask yourself to what extent your partner would agree with your opinion

  3. Check the button that indicates how close you and your partner would agree with your opinion…we share the same opinion to we don’t share the same opinion.

Example:

Statement: Playing the lottery every week will make us rich.
We do not share the same opinion  We share the same opinion completely

You like to play the lottery so you would say “yes.”  Your partner doesn’t think the lottery is worthwhile so they would say “no.”  You don’t agree at all so you check the first button closest to “We do not share the same opinion.”

We do not share the same opinion  We share the same opinion completely

If you both play the lottery, you would check the button closest to “We share the same opinion completely.” 

We do not share the same opinion We share the same opinion completely

If you disagree somewhat you would check one of the other boxes closer to how strongly you disagree.

We do not share the same opinion We share the same opinion completely

If you don’t know exactly how your partner thinks you must answer “We do not share the same opinion”

The Money Compatibility Quiz

Statement 1. If I want it now, I should have it now.
We do not share the same opinion                       We share the same opinion completely
Statement 2. Heavy debt is okay. Everyone does it.
We do not share the same opinion                       We share the same opinion completely
Statement 3. We have enough income.
We do not share the same opinion                       We share the same opinion completely
Statement 4. All large purchases should be agreed to jointly.
We do not share the same opinion                       We share the same opinion completely
Statement 5. We must live within our means.
We do not share the same opinion                       We share the same opinion completely
Statement 6. Joint bank accounts are the only way to go for all our money.
We do not share the same opinion                       We share the same opinion completely
Statement 7. Buy now and pay later is okay. Life is short.
We do not share the same opinion                       We share the same opinion completely
Statement 8. We have enough savings.
We do not share the same opinion                       We share the same opinion completely
Statement 9. It’s easy for us to talk about money.
We do not share the same opinion                       We share the same opinion completely
Statement 10. Having nice things is really important.
We do not share the same opinion                       We share the same opinion completely
Please check your answers. When you are done, push the finished button below.
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