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Counting and Coordinating: How People Track their Personal Finances, Oct 9


Many of the resources on the web for thinking about finances are focused on high-income, high-experience investors. In this presentation, I present a qualitative study of a diverse set of Bay Area residents without significant investment expertise, ranging in ages from 25 to 69, including millionaires, unemployed people, self-employed people, and people with and without children. I describe the best practices we developed for exploring the sensitive topic of money in interviews. I will then discuss three sets of findings: how money influence how people think about themselves; the tools they use to track finances; and the ways they plan for the future. I conclude by discussing directions for better tools to help people understand and manage their money and financial decisions.


This semester marks the start of a new format for CITRIS seminars. The i4Energy seminar series will be included in the Research Exchange seminar series and held only on Wednesdays (seminars will no longer take place separately on Fridays). This format gives us chance to focus on each of our initiatives in turn, bringing challenging speakers to discuss their research and join in an ongoing discussion at CITRIS.


The seminars are held in in the Banatao Auditorium of Sutardja Dai Hall on the UC Berkeley campus, and box lunches are provided *with registration*.

Registration for each event (by the Monday prior at 3pm) is required for lunch at UC Berkeley at

Live broadcast at

. Ask questions live on Twitter: #CITRISRE. All talks may be viewed post-event on our YouTube channel


Webviewing at UC Davis: 1003 Kemper Hall

Webviewing at UC Merced: SE1 138

Webviewing at UC Santa Cruz: SOE E2 Building, Room 595B