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Budget Review

Total questions: 15

Worksheet time: 15mins

Name
Class
Date
1.

wealth = (a)   - debt

2.

Income after taxes are deducted

a)

Estimate

b)

Net Pay

c)

Overspend

d)

Need

3.

A plan for how you spend and save your money

a)

Budget

b)

Burrito

c)

Net Pay

d)

Overspend

4.

something you must have to survive

a)

want

b)

need

c)

expense

5.

A budget helps you save money for the things you really want.

a)

True

b)

False

6.

The following is an example of a want

a)

food

b)

utilities

c)

child care

d)

flat screen TV

7.

Grocery stores do all the following to make you spend more money EXCEPT:

a)

accept coupons

b)

put bakery items near the front

c)

advertise "10 for $10" when the true price $1 each

d)

place expensive items at eye level

8.

Which of the following are freelancers responsible for? (3 answers)

a)

paying their own taxes

b)

funding their own retirement

c)

buying their health insurance

d)

attending paid training

9.

What is the weekly food costs for a male age 40 on the liberal plan?



(a)  

10.

Laundry detergent costs $7.62 for 2.5 liters. What is the unit cost?

a)

$3.00 per liter

b)

$3.05 per liter

c)

$0.33 per liter

d)

$7.62

11.

What is discretionary income?

a)

money leftover after paying for essentials

b)

positive cash flow

c)

expenses that help you live more comfortably

d)

costs that are easily changed or eliminated

12.

What are fixed expenses?

a)

negative cash flow

b)

total pay before deductions for taxes and benefits

c)

expenses that do not vary from time period to time period

d)

balancing your income with expenses

13.

True or False: The goal of a zero-based budget is to end up with $0 at the end of the month.

(a)  

14.

The IRS uses three methods to determine if someone is an employee. Which is NOT a method:

a)

Behavioral Control

b)

Financial Control

c)

Relationship Control

d)

Facility Control

15.

Arnie is setting up a 50/20/30 budget. His monthly net income is $2300. How much should he budget for savings?

a)

$460

b)

$1150

c)

$690

d)

$2300