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Personal Finance

Total questions: 15

Worksheet time: 9mins

Name
Class
Date
1.

When financial planning, what should you determine first?

a)

earnings total

b)

needs & goals

c)

type of home you want

d)

save money

2.

When developing a savings plan, what should you remember?

a)

wait until I'm older

b)

pay myself first

c)

pay off debt first

d)

invest in high risk

3.

A typical overdraft fee is how much?

a)

$5

b)

$25

c)

$40

d)

$60

4.

If you DO NOT pay your credit card bill on time, what will happen?

a)

nothing will happen

b)

card will be cancelled

c)

jail time

d)

late fee

5.

___________________ is when money is taken out of an account.

a)

debit

b)

credit

c)

interest

d)

deposit

6.

_______________________ is the fee paid on a loan when borrowing money.

a)

credit

b)

debit

c)

interest

d)

charges

7.

_____________________ is money that is borrowed.

a)

balance

b)

debit

c)

credit

d)

interest

8.

Which account type allows you to earn interest?

a)

checking account

b)

credit card

c)

mortgage

d)

certificate of deposit

9.

Which account type lets you spend your money easier?

a)

savings account

b)

checking account

c)

certificate of deposit

d)

mortgage

10.

Which is NOT a good reason to have a credit card?

a)

Credit scores help you get loans

b)

Most people need credit

c)

Credit cards offer bonus rewards

d)

Credit is bad for you

11.

Which is a payment type that is paid for upfront?

a)

money order

b)

balance

c)

credit card

d)

mortgage

12.

Which of the following is NOT a reason for balancing your checkbook?

a)

Not caring about your money

b)

Avoid overdrafts

c)

Know how much you can spend

d)

No-hassle checking

13.

Tor F = It is cheaper to cash a check at your bank than at a check-cashing store.

a)

True

b)

False

14.

T or F = You should print when filling out your check.

a)

True

b)

False

15.

T or F = Balance is the amount of money held in an account.

a)

True

b)

False