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Worksheets

Savings Accounts

Total questions: 15

Worksheet time: 7mins

Name
Class
Date
1.

Choose TWO things that a savings account can be used for.

a)

Emergency visit to the doctor

b)

ATM

c)

Making a withdrawal often

d)

Vacation

2.

How many withdrawals can you make a month with a savings account?

a)

10

b)

69

c)

6

d)

1

3.

You earn _______________ by saving money in a savings account.

a)

money

b)

interest

c)

awards

d)

trophies

4.

Interest earned on both the principal and any interest earned on the principal.

a)

Rate of return

b)

Compound interest

c)

Simple interest

d)

Principal earnings

5.

Interest calculated on the amount of money deposited ONLY.

a)

Daily

b)

Simple

c)

Compound

d)

Annual

6.

What government agency insures your money in a savings account?

a)

FBI

b)

CIA

c)

FDIC

d)

The President

7.

Gary deposits $1000 in a Deposit Savings account that earns 1.5% simple interest each year. He makes no other deposits or withdrawls. How much money is in the account at the end of the year?

a)

1000

b)

1015

c)

1050

d)

1500

8.
What is a good strategy to help you save?
a)
1st, spend money on all expenses; put the rest into saving
b)

Tap into your savings on a regular basis

c)
Pay yourself first - set aside money for savings each month
d)
Keep your spending and saving money together in 1 account
9.

Which of the following is an effective strategy for personal saving?

a)

Wait until the end of the month and save whatever is left in your checking account

b)

Save a certain percentage of each paycheck and deposit it directly into a savings account

c)

Cover all of your wants and needs and save whatever is left over

d)

Take out a payday loan so you can save before you receive your paycheck

10.

You are developing a savings plan and using short-, medium-, and long-term goals to motivate you. Which represents possible goals from short-term to long-term? Save for…

a)

Retirement, a house down payment, college tuition

b)

A new cell phone, college tuition, a house down payment

c)

A new cell phone, dinner with friends this weekend, a new bike

d)

Retirement, college tuition, a vacation

11.

Three of these statements best describe a checking account. Which statement best describes a savings account?

a)

This account offers a convenient way to pay bills and access cash from an ATM

b)

This account pays you interest on money you have put away for later to help your money grow

c)

This account is automatically debited when you use a debit card

d)

This account typically allows an unlimited number of transactions per month

12.

One reason people should save money is to create an "emergency fund." Which of these is an example of an unexpected expense you might use an emergency fund to pay for?

a)

6 months of cable TV

b)

A new cell phone if yours is stolen on the bus

c)

Valentine's Day gifts for friends and family

d)

Your back-to-school clothes and supplies

13.

TJ is in 7th grade right now and cuts grass for neighbors to earn money. He wants to set one short-term savings goal and one long-term savings goal. Which answer best matches those goals?

a)

Short-term = a pack of gum // long-term = 3 packs of gum

b)

Short-term = a car // long-term = a nicer car

c)

Short-term = expensive new sneakers // long-term = a car

d)

Short-term = birthday present for his mom // long-term = a trip to the movies

14.

Ro's school offers an overnight trip to Washington DC for all 9th grade US history students. Even though the trip is 20 months in the future, she knows she wants to attend and that she should start saving now. If the trip costs $500 total, how much does she need to save per month to have enough?

a)

$20 per month

b)

$25 per month

c)

$50 per month

d)

$100 per month

15.

What is one BENEFIT of using a savings account instead of a checking account?

a)

Your savings account will charge lower ATM fees than your checking account

b)

Your savings account will earn interest, so the money in your account will grow without you doing anything

c)

Your savings account lets you write checks or pay bills easily, while it's more difficult to use your checking account

d)

Your savings account allows you to use online banking, while checking accounts require you to visit the bank branch