Youth Money Map - Intake Questionnaire

Parent Intake

1. Child name and age:
2. Is this around a bar mitzvah / bat mitzvah, birthday, allowance, job, or general money learning?
3. Who should control the Google Sheet?
4. Who is allowed to edit the sheet?
5. Does the child already have money saved somewhere?
6. Are gifts expected soon?
7. Does the child receive allowance, job money, birthday money, or cash gifts?
8. What does the family want to teach first: responsibility, saving, giving, spending discipline, or goal planning?
9. Are there any categories the child should not spend on without parent approval?
10. What purchases would the child be excited to save for?
11. Does the family have a giving/tzedakah expectation?
12. Should thank-you notes be tracked?
13. How often should the family review the sheet: weekly, monthly, or only before big decisions?
14. What would make this feel successful after 30 days?
15. What would make this feel successful after one year?

Child Intake

1. What is something you want to buy someday?
2. What is something you spend money on now?
3. What is something you think is worth saving for?
4. If you got $100, how much would you want to save, give, and spend?
5. What money decision do you want to get better at?
6. What would make this sheet easy enough that you would actually use it?

Setup Notes

• Parent owns the file.
• Child can edit only the tabs the parent approves.
• Sam does not need bank, credit card, brokerage, or payment app access.
• If real balances are sensitive, parent can enter rounded balances.