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Worksheets

Checking and Budgeting

Total questions: 20

Worksheet time: 20mins

Name
Class
Date
1.

The money that is taken out of your checking account either physically or by check or debit card payment.

a)

outstanding balance

b)

endorsement

c)

stop payment

d)

withdraw

2.

Your income or pay before taxes and deductions.

a)

net income

b)

gross income

c)

salary

d)

"bank!"

3.

Signature on the back of a check.

a)

endorsement

b)

outstanding balance

c)

withdrawal

d)

debit card

4.

A ______ is something that is necessary for survival in our current society.

a)

Need

b)

want

5.

You _______ your account when you write checks/make payments for more money than you have in the bank.

a)

debit card

b)

service fee

c)

overdraw

d)

deposit

6.

What is something you really would like to have but it's not necessary.

a)

Need

b)

Want

7.

Which is true about debit cards?

a)

It's like a check but comes out of your account automatically.

b)

It's more convenient than a check.

c)

You can use your PIN number to make purchases.

d)

All of the above.

8.

Which category in your budget should have the most flexibility to be left in or taken out?

a)

Needs

b)

Wants

c)

Savings

d)

None of these

9.

You have $100 in your bank account. You receive $200 for your birthday. You buy a pair of shoes for $50. What is your new balance in your account?

a)

$225

b)

$250

c)

$375

d)

$100

10.

Budgets are designed to...

a)

Manage your credit cards

b)

Plan your vacations

c)

Outline your spending and savings

d)

Help keep your finances in order

11.

The line on the bottom of a check that provides a place to write the purpose of the check is called _________

a)

a signature line

b)

the date line

c)

the written amount of the check

d)

the memo line

12.

Paying for something with a ______ ______ is money you have to pay back with interest if not paid in full each month.

a)

debit card

b)

bank card

c)

credit card

d)

gift card

13.

What is a good reason to save money?

a)

To have money to buy things

b)

To have money put aside for emergencies

c)

For large future purchases

d)

All of these

14.

A _____________ is a log where you keep track of all your checking transactions. It can be done on paper or electronically.

a)

Statement

b)

Register

15.

Which 50/30/20 rule matches the one we have learned about for budgeting?

a)

50% Savings

30% Wants

20% Needs

b)

50% Wants

30% Needs

20% Savings

c)

50% Needs

30% Savings

20% Wants

d)

50% Needs

30% Wants

20% Savings

16.

When you put money into your account, which column of your register does it go in?

a)

withdrawal

b)

deposit

c)

balance

d)

it doesn't

17.

Which of these are possible ways to put money into your bank account? Check all that apply.

a)

Mobile Deposit

b)

Taking a check to the bank for depositing

c)

Direct Deposit

d)

Putting a check or cash into an ATM deposit

18.

What are some categories that may be in someone's needs budget? Check all that apply.

a)

Housing

b)

Transportation

c)

Fast Food

d)

Food

19.

When you make a payment from your account, which column of your register does it go in?

a)

withdrawal

b)

deposit

c)

balance

d)

it doesn't

20.

When you have made ANY type of transaction (deposit or withdraw), which column of your register needs to updated EACH TIME?

a)

withdrawal

b)

deposit

c)

balance

d)

it doesn't