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Budget Adjustments

Total questions: 21

Worksheet time: 40mins

Name
Class
Date
1.

To cover an extra expense, you must_________.

a)

cut back on another expense

b)

add to your savings

c)

spend more than you have

d)

increase your food budget

2.

You can't adjust your budget by subtracting money from your________.

a)

savings

b)

fixed expenses

c)

variable expenses

d)

entertainment budget

3.

The amount of money you move to cover a new expense should be __________.

a)

more than you need

b)

approximately what you need

c)

the exact amount you need

d)

less than what you need

4.

If you're careless about moving money from one expense to another, your budget will ____________.

a)

be too small

b)

stay the same

c)

not balance

d)

balance

e)

be stinky

5.

You must change, or ________, your budget to cover extra expenses.

a)

adjust

b)

subtract

c)

repair

d)

reduce

e)

rip apart

6.

To cover new expenses, you can _________ money from certain budget items.

a)

adjust

b)

subtract

c)

repair

d)

reduce

e)

rip apart

7.

It costs $18 to ________ Jack's bike.

a)

adjust

b)

subtract

c)

repair

d)

reduce

e)

rip apart

8.

Jack didn't want to ______ the amount in his savings.

a)

adjust

b)

subtract

c)

repair

d)

reduce

e)

rip apart

9.

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

10.

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

11.

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

a)

Concert tickets

b)

Water

c)

A new pair of shoes

d)

Rent

e)

Medical fees

12.

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

a)

Airpods

b)

Water

c)

A new pair of shoes

d)

Food

e)

Playstation 5

13.

Which of the following statements about money is false?

a)

Money can buy happiness.

b)

Money is a tool.

c)

Everyone needs money to purchase goods.

d)

A penny saved is a penny earned.

14.

The first step in creating a budget is _________.

a)

know your income

b)

determine fixed expenses

c)

determine variable expenses

d)

review periodically

15.

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

16.

Which statement about variable expenses is true?

a)

Variable expenses include only large costly items.

b)

Variable expenses should not be included in the budget.

c)

Variable expenses include wants but not needs.

d)

Variable expenses are easier to cut than fixed expenses.

17.

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

18.

Cory's budget shows a problem. His weekly expenses average $10 more than his earnings. Coryworks 5 days a week and every day on his way to work, he spends $2.50 on hot chocolate. Will cutting out the hot chocolate help Ellis balance his budget?

a)

Yes, and he will have some money left ove

b)

Yes, the amount he saves will balance his budget exactly.

c)

No, Ellis will have to find other places to cut.

19.

Which of the following statements about saving money is false?

a)

People only save money to build wealth.

b)

Bank accounts are very safe.

c)

It is easy to withdraw money from your bank account.

d)

Most saving accounts pay a small amount of interest.

20.

Ms. Vonn’s monthly budget is shown in the chart. She receives two paychecks per month. Ms. Vonn’s budget is balanced every month. How much is Ms. Vonn’s monthly car payment?

a)

$2,400

b)

$300

c)

$500

d)

$2,100

21.

Jane takes home $3,500 every month from her job. She uses $1,800 of that money to pay for her rent and her car payment, $300 for her credit card payment and $100 for her savings account. In order to make sure that she keeps her budget balanced for her month, what is the most amount of money that she can spend for the rest of the month?

a)

$1,100

b)

$1,300

c)

$800

d)

$1,200