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Worksheets

Banking Services

Total questions: 15

Worksheet time: 19mins

Name
Class
Date
1.

Why would you want to have a savings account?

a)

To put money towards retirement.

b)

It is safe and ensured while kept in the bank.

c)

Purchases are easier through savings accounts.

d)

To show that you have money.

2.

Which of the following choices below is NOT a type of savings account?

a)

retirement

b)

CD- Certificate of Deposit

c)

safe deposit box

d)

an account that lets you withdraw money

3.

When putting money into the bank you are making what?

(a)  

4.

When taking money out of the bank, what are you doing?

(a)  

5.

What are two things to consider when choosing a bank?

4 lines
6.

Which of the below is NOT a reason to get a checking account?

a)

You can deposit your paycheck.

b)

You can use your account to pay bills.

c)

Checking accounts help you track how you spend money.

d)

So your friends and family have access to your funds.

7.

A fee is the money charged for a service. True or False

(a)  

8.

What is used to track money spent from an account

a)

register

b)

budget

c)

customer service representative

d)

checkbook

9.

What is it called when you spend more money than you have in your account?

4 lines
10.

When purchasing goods when you don't have the money right away, you are using...

a)

bad judgement

b)

credit

c)

loan

d)

debt

11.

T or F the money you have available to spend from your account is called your register.

(a)  

12.

It is important to manage money wisely so that you keep the highest score possible. This score is your...

a)

social security number

b)

checking account

c)

credit rating

d)

routing number

13.

Which of the following is NOT considered when planning a budget?

a)

expenses

b)

monthly income

c)

credit rating

d)

wants and needs

14.

Which of the following could be classified as a 'need'?

a)

a new outfit from Pink for the weekend

b)

having lunch with Miller

c)

paying for gas

d)

buying Mrs. Taylor and Ms. Clark Diet Cokes

15.

When determining your budget, what should be considered?

a)

the right bank

b)

having more income than expenses

c)

ability to afford all wants and needs

d)

all of the above