Searching for Metaphors of Household Financial Management

58 Pages Posted: 29 Aug 2012 Last revised: 25 May 2013

Date Written: April 4, 2013


This report summarizes the intent, activities, outputs and key lessons from an ambitious program of field research which sought to capture vividly and succinctly the essence of how ordinary people think about the management of their money and resources. We wanted to come up with simple constructs which could be stretched, by analogy, to shed light on the issues faced by a variety of customer profiles in a variety of situations. We developed a range of creative research methods, from which we develop a variety of conceptual and metaphorical representations of household finance.

Keywords: financial management, money management, financial planning, financial inclusion, access to finance, mobile money, mobile banking

Suggested Citation

Mas, Ignacio and Mukherjee, Premasis, Searching for Metaphors of Household Financial Management (April 4, 2013). Available at SSRN: or

Ignacio Mas (Contact Author)

Tufts University ( email )

Medford, MA 02155
United States

Premasis Mukherjee

MicroSave ( email )

B-52, Mahanagar Extension

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