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Budgeting Unit Review

Total questions: 15

Worksheet time: 8mins

Name
Class
Date
1.

Which of the following costs would be the MOST difficult to adjust if you were looking to reduce your expenses?

a)

Dining out

b)

buying new clothing

c)

car payment

2.

Setting financial goals can help you create a budget by helping you determine.....

a)

your needs

b)

your wants

c)

your priorities

d)

your needs, wants and priorities

3.

Why is it helpful to track your spending for 2 months?

a)

You can receive higher interest rates for your savings account when you can show how you spend your money

b)

You can receive special discounts at certain stores when you can show how you spend your money

c)

To identify your spending patterns and then prioritize your needs, wants, and savings goals

d)

To eliminate all spending on your wants

4.

Which of the following was NOT one of the budgeting strategies you learned about?

a)

50/30/20

b)

Pay Yourself First

c)

Powerful Methods

5.

True or False: A budget can help you identify any bad spending habits.

a)

True

b)

False

6.

Which of the following is NOT a strategy you can use to save money on groceries?

a)

use a small cart

b)

listen to music while shopping

c)

go shopping when you are hungry

d)

make a list

7.

Which of the following are variable expenses (amount can change from month to month)

a)

car payment

b)

entertainment

c)

car insurance

d)

monthly rent

8.

Which of the following is considered a need?

a)

a new car

b)

clothes dryer

c)

a place to sleep

d)

lunch at a local restaurant

9.

For a budget to be balanced

a)

income must equal expenses

b)

unlimited spending is permitted

c)

income is not considered

d)

expenses are not considered

10.

Items for which you must spend money are called

a)

net worth

b)

expenses

c)

assets

d)

income

11.

The amount you budgeted to spend on food for June was $500. The amount you actually spent was $455, resulting in

a)

$45 extra

b)

$55 extra

c)

$45 shortage

d)

$55 shortage

12.

Examples of income include which of the following

a)

paychecks

b)

gift money

c)

allowance

d)

all of the choices

13.

A ______________ details exactly how you're going to use your money to pay for things you want and need.

a)

Income plan

b)

Asset plan

c)

Budget

d)

money plan

14.

The amount of income you planned for June was $1,500. The amount you actually received was $1,300 resulting in

a)

$200 extra

b)

$200 shortage

c)

$300 shortage

d)

$300 extra

15.

Which of the following are things to budget when owning a car?

a)

Maintenance and Repairs

b)

Gas

c)

Insurance

d)

All of these are important to budget