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W4TU-UNIT 2 CHECKING ACCOUNTS

Total questions: 25

Worksheet time: 17mins

Name
Class
Date
1.

1. How frequently does John typically receive account statements from his bank?

a)

Daily

b)

Weekly

c)

Monthly

d)

Annually

2.
2. How much did John Jones have in his account on the first day of the statement period?
a)

$-72.47

b)

$0.55

c)

$694.81

d)

$1,442.61

3.
3. John has two ATM transactions but only one of them has a fee (Interac). Why?
a)

Interac is an out-of-network ATM and First Bank charges customers if they use out-of-network ATMs.

b)

First Bank charges customers for using their ATMs.

c)

Banks charge fees if you take out less than $100 at an ATM machine.

d)

The first ATM transaction is free but all additional ATM transactions have a fee.

4.
4. Most employers will pay their employees by directly depositing their paycheck into their checking account. According to his checking account statement, John was paid ________________ every __________ .
a)

$200.00, 3 weeks

b)

$694.81, 2 weeks

c)

$300.00, 1 month

d)

$100.00, 2 weeks

5.
5. What is the impact of the Online Funds Transfer - From Savings that appears on John's statement?
a)

John's Savings account balance declined by $50 and his Checking account balance increased by $50

b)

John's Savings account balance increased by $50 and his Checking account balance declined by $50

c)

John's Savings account balance had no change and his Checking account balance declined by $50

d)

John's Savings account balance increased by $50 and his Checking account balance had no change

6.

6. Which statement is true regarding Check #409?

a)

This check likely came from John’s employer.

b)

This check was written by John and paid to another person or business.

c)

This check caused John to overdraw his checking account.

d)

This check added $100 to John’s account.

7.
7. Which transaction caused John to overdraw his account?
a)

The Online Bill Payment for $146.67

b)

Check No. 409 for $100

c)

Check No. 410 for $710.49

d)

The Overdraft Fee of $35

8.
8. What was the result of John overdrawing his checking account?
a)

John’s payment was greater than the balance he had available in his account so the bank will deposit $237.81 into John’s account so he can pay his bills.

b)

John’s payment was greater than the balance he had available in his account so he was charged a $35 fee.

c)

John’s payment was greater than the balance he had available in his account so he was charged a $5 monthly maintenance fee.

d)

John’s payment was greater than the balance he had available in his account so the bank will transfer $35 from a linked account.

9.
9. Which fees was John charged on his checking account during this statement period?
a)

Online Transfer Fee, Overdraft Fee, Per Check Fee

b)

Per Check Fee, ATM Fee, Overdraft Fee, Maintenance Fee

c)

Online Transfer Fee, ATM Fee, Maintenance Fee

d)

ATM Fee, Overdraft Fee, Maintenance Fee

10.
10. What is the mathematical formula that you would use to describe the financial activity on a bank statement?
a)

Ending Balance = Previous Balance + Deposits + Withdrawals

b)

Ending Balance = Previous Balance - Deposits + Withdrawals

c)

Ending Balance = Previous Balance + Deposits - Withdrawals

d)

Ending Balance = Previous Balance - Deposits - Withdrawals

11.
All of the following are benefits of checking accounts, EXCEPT...
a)
Your account balance is insured up to $250,000
b)
You can track your spending and use account alerts
c)
You can use your account for online and mobile banking
d)
You will never pay any account fees or ATM fees
12.
An excerpt from Andre’s bank statement is shown below. How much did he spend on his purchase from the MTA?
a)
$49.67
b)
$8.95
c)
$53.95
d)
$4.28
13.
Which of the following is true about check cashers?
a)
They cash checks within 3-5 days for a higher fee than banks
b)
They cash checks within 3-5 days for a lower fee than banks
c)
They cash checks immediately for a higher fee than banks
d)
They cash checks immediately for a lower fee than banks
14.
What is an overdraft fee?
a)
Fee for withdrawing more money than you have in the account
b)
Fee for writing a check
c)
Fee for going below your minimum balance requirement
d)
Fee for making too many transfers from your account
15.
Tori has $75 in her checking account and swipes her debit card for a $90 purchase at Target. She has overdraft protection. What most likely happens?
a)
Her purchase is declined
b)
Target calls the police to report her for fraud
c)
Her purchase is approved, and she pays no fee
d)
Her purchase is approved, but she pays an overdraft fee
16.
Which is the correct order of average fee amounts from least to greatest?
a)
ATM, Overdraft, Maintenance
b)
Overdraft, Maintenance, ATM
c)
ATM,Maintenance, Overdraft
d)
Overdraft, ATM, Maintenance
17.

What total percentage of purchases were paid for with either a credit card, debit card, or check?

(a)  

18.

What percentage of respondents said their main reason was not having enough money to meet minimum balance requirements?

(a)  

19.

Joshua made the following purchases in a day. What percentage of his purchases was for his soccer gear? (Round to the nearest tenth.) Do not type the % symbol with your answer.

For example, type 24.8% as 24.8

- Bus fare - $4                 - Gas - $43                                 - Netflix subscription - $10

- Coffee - $3                     - Dinner - $15                            - Soccer Gear - $35

(a)  

20.

The monthly maintenance fee is $13. What percentage of his balance would be spent on fees if Joshua had a starting balance in September of $116? Don't type the % symbol and round to the tenths place.

(a)  

21.

If he had to pay the maintenance fee a second time in October and had not deposited any more money, that $13 fee would be what percentage of Joshua’s October starting balance?

Don't type the % symbol and round to the tenths place.

(a)  

22.

If 72% of households reported paying no banking fees whatsoever, that means 28% of households paid all the fees. Out of the total 131.3 million households in America, approximately how many paid banking fees in 2019?

(a)  

23.

Using the # of households answer from #22 answer the following question:

Banks made around $31 billion in fees in 2019.  If those households were responsible for the entire $31 billion, on average how much did each pay in fees?

(a)  

24.

When it comes to fears about banking, only 13% of Americans are cautious of incurring bank fees, according to a GOBankingRates survey. How many of the 131.3 million households in America are on the lookout for these hidden bank fees?



(a)  

25.

True or False: Once you are signed up for overdraft protection, you cannot opt out.

a)

True

b)

False