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Personal Expense Record

Total questions: 16

Worksheet time: 9mins

Name
Class
Date
1.

Your personal expense record is a first step toward_________.

a)

paying your bills

b)

making a budget

c)

borrowing money

d)

getting into debt

2.

Your expenses should be organized ___________.

a)

alphabetically

b)

by amounts spent

c)

under budget categories

d)

poorly

3.

Transportation, Food, and Entertainment are examples of _____________.

a)

excess spending

b)

budget categories

c)

fixed expenses

d)

personal care

4.

To stay out of debt, it's important to budget money for____________.

a)

personal care

b)

savings

c)

other

d)

food

5.

Excessive spending means_____________.

4 lines
6.

Money for bus fare fits in the budget c_________ "Transportation."

4 lines
7.

A budget it a helpful tool.

a)

True

b)

False

8.

A budget is ___________.

a)

a list of what to buy at a store

b)

a plan for managing your money. It compares how much you earn (make) to how much you spend

c)

is things you shouldn't do

9.

The goal of a budget is _________________.

a)

to spend more than you make

b)

to spend less than you make

10.

When you want something you should ALWAYS get it.

a)

True

b)

False

11.

People create and keep a personal budget to help them _____.

a)

set and reach financial goals

b)

apply for loan

c)

buy anything they want

d)

earn promotions at work

12.

Which of the following are considered variable expenses? (You can choose more than one.)

a)

Magazine subscription

b)

Electricity

c)

Insurance coverage

d)

Clothing

e)

Recreation and vacation

13.

Which of the following are considered fixed expenses? (You can choose more than one.)

a)

Cable subscription

b)

Electricity

c)

Insurance coverage

d)

Rent

e)

Medical fees

14.

Which word of phrase should be at the top of the left column of this budget?

a)

Cash flow

b)

Fixed costs

c)

Income

d)

Savings

15.

Lola is saving for a vacation. Based on the budget numbers here, how much can she put in her vacation account this month?

a)

$32.00

b)

$48.00

c)

$112.00

d)

$128.00

16.

Gabby wants to buy a new dishwasher that costs $500. She has already saved $100. She earns $1,200 a month and her total monthly expenses come to $1,000. Gabby is going to put all of her extra money each month into her savings account for the dishwasher. Assuming her expenses stay the same, how long will it take Gabby to save enough money for the dishwasher?

a)

three months

b)

Two monthes

c)

five months

d)

one month