wayground logo

Free Printable Worksheets

NEW

Font size

S
M
L
XL
Worksheets

Personal Finance 2

Total questions: 22

Worksheet time: 11mins

Name
Class
Date
1.

Which of these costs would be the MOST difficult to adjust if you were looking to reduce your expenses

a)

Dinning out at local restraints

b)

Loan payment on a new car

c)

Posting a purchase for a big-screen TV

d)

Expenses for new clothes

2.

if you are trying to substantially reduce the amount you spend on food, you should try...

a)

Dining at restaurants more often so you don't waste water doing dishes

b)

Eating more snacks on the go and way fewer meals at home

c)

cooking your own food at home for as many meals as possible

d)

Drinking more coffee and soda so you are not as hungry for food

3.

You earn a salary of $40,000 per year and decide to save 20% of your gross pay. You set a goal of creating a $16,000 emergency fund. How long will it take for you to achieve your goal?

a)

6 months

b)

2 months

c)

3 years

d)

2 years

4.

Lella just graduated from college and is comparing a few different cities to move to. Which of these factors is the LEAST important thing for her to consider right now?

a)

Average cost of Uber, Lyft, or taxi fare

b)

Average rent for a apartment

c)

Employment opportunities

d)

Food and grocery store options in the area

5.

Which of these boxes of cereal has the LOWEST unit price

a)

Cereal A, which cost $3.20 for a 16 oz. box

b)

Cereal B, which cost $5.00 for a 32 oz. box

c)

Cereal C, which cost $2.50 for a 10 oz. box

d)

Cereal D, which cost $4.50 for an 8 oz. box

6.

Isaiah has a summer internship at a technology company and is paid $3,000. After Federal and state taxes, social security medication are deducted, his take-home pay is $2,500, Which of the statement below is correct

a)

His gross pay is $2,500 and net pay is $3,000

b)

His gross pay is $3,000 and net pay is $2,500

c)

his gross and net pay are $3,000

d)

his gross and net pay are $2,500

7.

You are putting together your first post-graduation. Your net pay is $2,500 per month and you estimate that your monthly expenses will be $2,625. How would you describe your budget

a)

You have a deficit of $125

b)

You have a surplus of $125

c)

You have a deficit of $2,625

d)

You have a surplus of $2,500

8.

All the following are good budgeting strategies if you want to save money at the grocery store EXCEPT:

a)

focusing only on the price when comparing similar products

b)

Preparing a grocery list before you go to the store and avoiding buying items that aren't on the list

c)

Focusing on unit price when comparing similar products

d)

Building a weekly meal plan around items you already own or items that are on sale that week, rather than just choosing foods you'd like to eat

9.

which description is most accurate for a zero-based budget

a)

you put every dollar of your net pay into a budget category each month

b)

You spend your saving account balance down to $0 every month

c)

You spend your checking account balance down to $0 every month

d)

You pay every one of your debts down to $0 every month

10.

Which statement accurately describes how the 50/20/30 Rule would break down your take-home pay?

a)

50% on savings, 20% on needs, and 30% on wants

b)

50% on saving, 20% on wants, and 30% on needs

c)

50% on wants, 20% on savings, and 30% on needs

d)

50% needs, 20% on savings, and 30% on wants

11.

You are interested in renting an apartment after graduating college. You meet with the landlord and complete the application. All of the following may need to be provided when you sign your lease EXCEPT

a)

A bank account

b)

a security deposit

c)

First and Last months rent

d)

Proof of employment

12.

you're considering moving into a 3 bedroom apartment with 2 roommates, rather than living on your own post-college. Which of your expensive would likely decrease by having roommates.

a)

Cell phone bill

b)

Rent

c)

Groceries and eating out

d)

Bedroom furniture

13.

Which of these expenses most likely represents a VARIABLE cost in someone's budget

a)

Student loan payment

b)

car insurance premium

c)

Electricity bill

d)

Rent

14.

What action corresponds to the advice "pay yourself first"

a)

set aside a fraction of your paycheck into a savings account before you start spending

b)

Spend your regular paycheck on needs and wants but funnel any extra money into savings

c)

Wait until the end of the month to determine how much you have leftover to save

d)

Become self-employed so you're instead of being paid by an employer

15.

Which grocery item has the lowest unit price

a)

20 oranges for $18

b)

10 oranges for $10

c)

12 oranges for $20

d)

15 oranges for $12

16.

All of the following are ways you can save money at the grocery store EXCEPT

a)

avoid impulse purchases made at the register like magazines or candy

b)

Pay someone to do your grocery shopping so you don't make unnecessarily purchases

c)

make a list and only purchase items on it

d)

Buying whole produce instead of pre-cut

17.

Which of the following scenarios shows someone losing purchasing due to inflation

a)

Artie gets a 3% raise and inflation increases prices by 2%

b)

Chris gets a 5% raise and inflation increases prices by 3.5%

c)

David gets a 2% raise and inflation increases price by 3%

d)

Joanna gets a 3.5% raise and inflation increases by 4.5%

18.

Which scenario below is an example of a person whose car payment is probably too high

a)

Logan pays $250 per month for his car and saves $250 per month

b)

Meredith pays $400 per month for her car and saves $350 per month

c)

Laura pays $430 per month for her car and saves $500 per month

d)

Chester pays $390 per month for his car and saves $500 per month

19.

One way the grocery store tricks you into spending more money than you budgeted for is

a)

Being open early in the morning and late at night

b)

Putting high priced items at eye level and lower cost items above or below eye level

c)

Accepting digital and print coupons

d)

Paying their cashiers and beggars more

20.

What is the purpose of an apartment lease

a)

It provides the budget you'll use for all of your household expense

b)

It outlines the amount of rent you'll pay, when it is due,and key obligations and rights of living in the property

c)

it provides insurance if any guest to your apartment are injured on the property

d)

It makes it illegal for your landlord to evict you from the property

21.

Why is it important for gig workers to have a larger than usual emergency fund

a)

Gig workers have a large than usual grocery budget due to working more

b)

Gig work always is high risk, so you might need to pay unanticipated hospital bills

c)

Gig work can be irregular so its important to have money saved for times of low employment

d)

Gig workers are more likely to live in a place with higher rent

22.

When your are a freelancer, who manages the time and location that work is done

a)

you set your own hours and work location

b)

The town that you work in has regulations about when and where you can work

c)

The sizes of the contract you sign with the company that hires you determines the time and location

d)

A manager at the company that you're contracted to sets your hours and work location