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50/15/5 Budgeting Quiz

Total questions: 10

Worksheet time: 5mins

Name
Class
Date
1.

_________ is the process of creating a plan to spend your money.

( Choose the most accurate answer)

a)

Personal Finance

b)

Investment

c)

Budgeting

d)

Credit

2.

How is wealth defined?

a)

How much money you have in your Checking and Saving accounts

b)

How much money you have in your Checking and Saving accounts

c)

Assets - Debts

d)

Debts - Assets

3.

Which of the following is FALSE about saving and investing? (Hint: choose 2 correct answers)

a)

Saving doesn't outpace inflation; investing usually does

b)

Both saving and investing generally have low returns

c)

Saving is for short-term; investing is for the long-term

d)

Saving has more risk; investing has less risk

4.

Which of the following is NOT the essential expenses for an individual?

a)

Pay monthly utilities bills through online banking system.

b)

Buy new clothes for works in shopping malls.

c)

Buy items from Shopee due to promotion.

d)

Make payment on PTPTN every month.

5.

Which is NOT a typical goal for a savings account?

a)

To create an emergency fund

b)

To pay for higher education

c)

To save for a new car

d)

To buy groceries for this week

6.

How much should you save in an emergency fund?

a)

1-3 months of living expenses

b)

3-6 months of living expenses

c)

6-9 months of living expenses

d)

9-12 months of living expenses

7.

What might you need to open a savings account? (Hint: choose 2 correct answers)

a)

Minimum opening deposit

b)

Your previous year's tax returns (or your parents')

c)

The routing number to a checking account

d)

Identification

8.

What is 50/15/5 stands for?

a)

50% on essential expenses, 15% on emergencies and 5 % on savings.

b)

50% on savings, 15% on emergencies and 5 % on essential expenses.

c)

50% on emergencies, 15% on essential expenses and 5% on savings.

d)

50% on essential expenses, 15% on savings and 5% on emergencies.

9.

Since the sum of fifty, fifteen and five is not equal to hundred percent, how can the remaining percentage of money being used?

a)

Increase the retirement savings

b)

save for another goal

c)

throw more at debt

d)

All the answers

10.

"Everyone has the things which the needs to survive and the wants for luxury lifestyle. "

Which of the following is the NEEDs of an individual?

a)

Buy a laptop for work.

b)

Buy Branding Watches.

c)

Trip to Disneyland with family.

d)

Always go restaurant for meals.