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Unit 1 Review Personal Finance

Total questions: 20

Worksheet time: 10mins

Name
Class
Date
1.

When you buy something and you realize that you already have another one like it at home, that is a(n)

a)

Laziness penalty

b)

Pity purchase

c)

Slow and Steady drip

d)

Needless things

2.

You have a really bad day at school and you go out and buy a new pair of sneakers because you deserve it is

a)

A pity purchase

b)

Needless things

c)

Slow and Steady drip

d)

Impulsive Buys

3.

You get caught in a speed trap in your neighborhood, and you know an officer is often there. This is a

a)

Laziness penalty

b)

Needless things

c)

Carelessness Fines

d)

Slow and Steady Drip

4.

Every day after school you stop at QT and buy and energy drink on your way to work. This is a(n)

a)

Needless things

b)

Laziness Penalty

c)

Slow and Steady Drip

d)

Impulsive Buys

5.

Which of the following does NOT influence your personal values?

a)

Family

b)

Experiences

c)

Beliefs

d)

Financial Status

6.

Which of the following is a fixed expense?

a)

Groceries

b)

Car Payment

c)

Gas

d)

The electric bill

7.

An example of an occasional expense is

a)

getting an oil change on your car

b)

Buying birthday presents for your family members

c)

Tickets to dances like prom

d)

All of these

8.

When using the DECIDE method to make a purchase decision, what is the first thing you need to do?

a)

Make a goal

b)

Establish Criteria

c)

Choose 2 or 3 options

d)

Evaluate

9.

A disadvantage of setting goals that are very hard is

a)

You are likely to get discouraged and give up

b)

You will work really hard

c)

You can measure your progress

d)

You can't visualize the goal.

10.

Why should you write down your goal?

a)

You can change it if necessary

b)

It helps you clarify what you are going to do

c)

It will sequence smaller goals

d)

It will make sure you reach your goal.

11.

The goal, "Starting March 1, I will save $50 a month from my $200 monthly income from lifeguarding to pay for my prom dress" is missing what part(s) of a SMART goal?

a)

Measurable

b)

Time bound

c)

Measurable, Time bound

d)

Measurable, attainable

12.

The "R" in SMART Goal stands for

a)

Relevant

b)

Realistic

c)

Right

d)

Rotating

13.

The first "E" in the DECIDE process stands for

a)

Evaluate

b)

Establish Criteria

c)

Explain

d)

Encode

14.

Which of the following is considered a want?

a)

A phone

b)

electricity

c)

Medical Care

d)

A car to get to school

15.

The goal, "I want to save money to buy my family Christmas presents" is missing what part of a SMART goal?

a)

Specific, Measurable

b)

Specific, Measurable, Attainable

c)

Measurable, Attainable, Time Bound

d)

Measurable, Attainable, Relevant

16.

Before you make a purchase over $50 you should

a)

Use the Stop, Drop and Think test before you buy

b)

Walk away for 24 hours and see if you still want it

c)

See if it fits with your goals and budget

d)

All of these

17.

According to PYF you should

a)

Save at least 30% of every paycheck

b)

Savings should come out of your paycheck before you spend on anything else.

c)

Save 10% from just your paycheck

d)

Pay your bills then save whatever is left over

18.

You should reconcile your checkbook because

a)

It is how you can catch banking fraud

b)

You can make sure you aren't paying a lot of bank fees

c)

It helps keep you from overdrawing your account

d)

All of these

19.

The difference between saving and investing is

a)

Nothing, they are the same thing

b)

Saving is for the short term and investing is for the long term

c)

You usually get a higher interest rate on a savings account

d)

Investing is only for people who make a lot of money

20.

It is important to use a checking account because

a)

Checking accounts help you keep your money organized

b)

Writing a check can sometimes save you money

c)

Its not important because there are so many other ways to pay for things

d)

You don't need one if you have a savings account