WorksheetsBizKid$ Money Personality
Total questions: 17
Worksheet time: 9mins
A plan of action to balance income and spending.
Budget
Long Term Goal
Frugal
Needs vs. wants
A goal that will be completed in more than one year’s time.
Short-Term Goal
Long Term Goal
Frugal
Needs vs. wants
Not wasteful, thrifty and cautious with money.
Budget
Long Term Goal
Frugal
Needs vs. wants
A need is an essential that one must have, versus a want which is something you would like to have but it is not required.
Budget
Long Term Goal
Frugal
Needs vs. wants
Buying a large quantity of one product all at once.
Bulk purchase
Buyer’s remorse
Ledger
Options
Different choices that you can select from.
Bulk purchase
Buyer’s remorse
Ledger
Options
A record of spending and income.
Bulk purchase
Buyer’s remorse
Ledger
Options
Regret a buyer feels after purchasing a particular product.
Bulk purchase
Buyer’s remorse
Ledger
Options
See it, want it, buy it without considering the real cost.
Cost
Essentials
Impulse purchase
Coupons
A goal that will be completed in less than one year.
Cost
Short-term goal
Essentials
Long-Term Goal
The price required to purchase goods or services.
Cost
Short-term goal
Essentials
Coupons
A discount to purchase a particular item that is printed on paper or given as a code to use when buying the item online.
Cost
Short-term goal
Essentials
Coupons
Something fundamental or necessary, a definite need.
Cost
Short-term goal
Essentials
Long-Term Goal
Spends money without any thought as to where it is coming from or where it is going.
Oblivious
Money Star
Penny-Wise Pound-Foolish
BizKid
. Likes expensive items that are the newest, latest and greatest trend.
Oblivious
Money Star
Penny-Wise Pound-Foolish
BizKid
Saves money carefully and does not want to spend it even on items or services that would be a good investment in meeting a future goal.
Oblivious
Money Star
Penny-Wise Pound-Foolish
BizKid
Tracks spending and savings with a careful balance of these activities. Knows where their money goes and has goals for what they want to accomplish, what they value and what the costs of items are and when to buy them.
Oblivious
Money Star
Penny-Wise Pound-Foolish
BizKid
