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50-30-20 Savings Rule

Total questions: 13

Worksheet time: 7mins

Name
Class
Date
1.

what does the 50% represent?

a)

Resources

b)

Bills

c)

Needs

d)

Wants

2.

what is an example of a Bill your parents might have?

a)

Restaurant

b)

Party Supplies

c)

Birthday

d)

Electric

3.

An example of a fixed expense would be...

a)

Water

b)

Electric

c)

Mortgage or Rent

d)

Groceries

4.

Which is a Variable expense?

a)

Student Loan

b)

Car loan

c)

Rent

d)

Water

5.

What does the 20% represent?

a)

Bills

b)

Wants

c)

Needs

d)

Savings

6.

What is not an example of savings?

a)

College

b)

Rent or Mortgage

c)

Vacation

d)

Boat

7.

Which would be wise to save for?

a)

Birthday

b)

Car Payment

c)

College

d)

Shopping

8.

Why is savings important?

a)

To enjoy freedom

b)

To have money for fun things

c)

To plan for the future

d)

ALL the ABOVE

9.

Where should your savings go to protect it?

a)

Bank Account

b)

Piggy Bank

c)

Shoe box

d)

Wallet

10.

What does the 30% represent?

a)

Bills

b)

Savings

c)

Wants

d)

Needs

11.

Should our wants outweigh our needs?

a)

yes

b)

no

12.

Should our wants be realistic and reachable?

a)

No

b)

Yes

13.

Why is the savings Rule needed for most people?

a)

To learn to spend money without thinking?

b)

To learn to save money for the future?

c)

To learn to avoid debt

d)

Only save money and spend money