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Worksheets

Personal Finance Review

Total questions: 25

Worksheet time: 15mins

Name
Class
Date
1.

a (a)   is a specific duty, task, or activity someone completes using his or her time, skills and energy to earn money.

2.

What path would you need to choose to become an engineer?

a)

4 Year College

b)

Apprenticeship

c)

2 Year College

d)

Entrepreneurship

3.

What is a goal?

a)

your ability to repay a loan and other debts

b)

  An item with economic value, such as stock or real estate

c)

Something you wish to achieve or accomplish in a specific amount of time

4.

A (a)   is something that you would like to have but that you could live without.

5.

A need is something you must have to survive, such as (a)   , shelter or food

6.

What is income?

a)

money that you receive from jobs

b)

the cost of goods and services

7.

What is an expense?

a)

money that you receive from jobs

b)

the cost of goods and services

8.

What is a fixed expense?

a)

An expense that does not change from month to month

b)

the gross pay minus deductions

9.

What is cash flow?

a)

the amount of money flowing in (income) and flowing out (expenses) of a personal budget

b)

refers to your ability to repay a loan and other debts

10.

A “Rainy Day” Fund (Emergency Fund) is (a)   set aside to pay for unexpected expenses

11.

What does a savings account pay you for saving?

a)

Over

b)

Loan

c)

Interest

12.

Which of the following definitions describes a bank?

a)

A not-for-profit financial institution owned by its members and represented by a volunteer board of directors who are elected by the membership.

b)

a financial institution and business that accepts deposits, makes loans, and handles other financial transactions

13.

Which of the following definitions describes a credit union?

a)

A not-for-profit financial institution owned by its members and represented by a volunteer board of directors who are elected by the membership.

b)

a financial institution and business that accepts deposits, makes loans, and handles other financial transactions

14.

Which type of account will allow you to write cheques and use your debit card?

a)

Savings Account

b)

Checking Account

15.

Which amount Is larger?

a)

Net Pay

b)

Gross Pay

16.

Which of the following is NOT one of the 4C's of Credit?

a)

Collateral

b)

Character

c)

Commission

d)

Capacity

17.

A (a)   is a loan for a home or land.

18.

Which type of card allows you to buy now and pay later?

a)

Credit Cad

b)

Debit Card

c)

Charge Card

d)

Loyalty Card

19.

Which card requires you to have enough money at the time you pay for something?

a)

Credit Cad

b)

Debit Card

c)

Charge Card

d)

Loyalty Card

20.

Which financial ratio measures your debt to your income?

a)

Debt-to-Asset

b)

Debt-to-Limit

c)

Debt-to-income

21.

Which financial ratio measures your debt to your assets?

a)

Debt-to-Asset

b)

Debt-to-Limit

c)

Debt-to-income

22.

Which financial ratio measures your credit balance to your credit limit?

a)

Debt-to-Asset

b)

Debt-to-Limit

c)

Debt-to-income

23.

A (a)   is an item you own.

24.

A (a)   is money you owe.

25.

What is a budget?

a)

Money received for work

b)

A plan for spending