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Finance Park - Pre/Post Quiz

Total questions: 16

Worksheet time: 48mins

Name
Class
Date
1.

An example of a financial institution is:

a)

A department store

b)

A Bank

c)

A school

d)

An ATM

2.

Who uses financial institutions?

a)

Adults

b)

College Graduates

c)

Almost everyone who maintains a savings or checking account, uses debit/credit cards, or needs a loan

d)

Only people with lots of money $$$

3.

Identify the INCORRECT statement:

a)

A debit card allows for an immediate electronic transfer from a card members savings or checking account

b)

A debit card is essentially a paper check, but doesn't require the processing time a check does.

c)

A debit card is handy in an emergency when you DON'T have the money to spend.

d)

A debit card is a "pay-now" payment type with no grace period for payment.

4.

When lenders loan money to borrowers, they charge an additional fee for the use of that money. This is called:

a)

Debit

b)

Stock

c)

Interest

d)

Credit

5.

Which of the following is NOT an advantage of a credit card:

a)

Doesn't require immediate funds

b)

It provides a "Buy now, but Pay later" purchase type

c)

It allows you to cover emergency costs that you may not be able to afford at that moment.

d)

It's not real money if you buy things with a credit card so you don't have to pay it back

6.

Who pays taxes?

a)

Most people that have a job

b)

Most people who purchase things

c)

Most people who own property

d)

All of the above

7.

What are the 3 main types of taxes?

a)

Income, sales, and property

b)

Unemployment, Sales, and Property

c)

Federal Income, unemployment, and State

d)

State, property, and luxury

8.

What is Social Security?

a)

A Private insurance system just for the elderly

b)

A free insurance system

c)

The total amount of money someone has

d)

None of the above

9.

Federal, Social Security, and Medicare are all types of taxes.

a)

True

b)

False

10.

The total amount of earnings made each month, after all deductions have been taken out is known as:

a)

Gross annual income

b)

Gross monthly income

c)

Net annual income

d)

Net monthly income

11.

When it comes to personal savings, what does PYF stand for?

a)

Prepare Your Future

b)

Pay Your Friends

c)

Pay Yourself First

d)

Prepay Your Finances

12.

A record of income, spending, and a plan to manage your money is called:

a)

Credit

b)

Budget

c)

Investments

d)

Interest

13.

Short-term goals are:

a)

Hard to reach

b)

Accomplished in less than a year

c)

Personal

d)

Categorized by wants and needs

14.

When budgeting, the first category to consider are the ones that meet your:

a)

Wants

b)

Needs

c)

Discretionary funds

d)

Important expenses

15.

In what category of a typical family budget do people spend most of their money?

a)

Food

b)

Housing

c)

Transportation

d)

Entertainment

16.

Jason went to the grocery store to buy a gallon of milk for his mother. While waiting in the checkout line, he saw a display for a new chocolate-caramel candy bar, so he bought that too. The candy bar he purchased was an example of a/an:

a)

Need

b)

Investment

c)

Impulse purchase

d)

Short-term goal