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Financial Literacy EXAM semester 1_2023

Total questions: 35

Worksheet time: 18mins

Name
Class
Date
1.

Income can be earned or unearned. Which of the following is an example of unearned income?

a)

Money from a part-time second job.

b)

Tips from customers

c)

Interest from bank accounts.

2.

A risk of using a debit card for buying goods and services is that

a)

there may be insufficient funds in the bank account.

b)

there may be a hidden fee for each purchase.

c)

the repayment period may be shorter than thirty days.

3.

Which of the following is an advantage of people increasing their personal savings?

a)

The economy grows faster when people save money rather than spend it.

b)

The government benefits from taxes on savings.

c)

People are better able to afford items such as a future down payment on a home.

4.

When making online transactions, it is important to minimize the threat of identity theft by

a)

using unique password and changing it frequently.

b)

using a desktop computer instead of a mobile device.

c)

shutting down the computer and erasing the memory each day.

5.

Which of the following government programs would provide partial income to support someone who is permanently disabled?

a)

Affordable Care Act

b)

Americans with Disabilities Act

c)

Social Security

6.

Banks and other companies are willing to issue credit cards because these financial institutions

a)

make money on the interest they charge on unpaid balances

b)

own credit counseling agencies

c)

are required by recent laws to make money available

7.

"I pay my credit card bill in full five-to-seven days before the due date each month!" Someone who does this is likely to have

a)

a very high interest rate

b)

adequate insurance coverage

c)

an excellent credit score

8.

A person's credit report includes his or her

a)

medical history and driving record

b)

history of loans and credit activities

c)

retirement and savings account balances

9.

Which of the following federal laws protects borrowers?

a)

Social Security Act

b)

National Privacy Act

c)

Truth in Lending Act

10.

One example of using credit responsibly is

a)

charging an expensive item that is on sale for one day when cash will be available next week

b)

paying less than the minimum balance on a monthly bill

c)

buying a leather coat with the intention of paying the cost over four years

11.

Credit card transactions are considered a form of borrowing because

a)

consumers need to sign the receipt given by the store

b)

credit results in the money charged being immediately deducted from a bank account

c)

someone else's money is being used in exchange for the promise of repaying in the future

12.

Review the following information on financing a new car that costs $25,000 with a 48-month (four year) loan. 25 year old man: down payment = $5,000, Percentage 5%, payment= $460/month. 30 year old woman: Down payment = $5,000, Percentage 6%, payment = $470/month. Why is one payment more per month

a)

applicant's age

b)

gender discrimination

c)

interest rate

13.

A credit card offers a grace period of 21 days, which means that the card holder

a)

needs to have the payment posted by the 21st day or a late fee will be charged

b)

can miss one payment per year if all other monthly payments that year are made by the 21st day

c)

receives rewards points if the bill is paid before the 21st day

14.

The feature of a fixed-rate mortgage loan that is different from an adjustable-rate mortgage loan is that the fixed-rate mortgage has

a)

an interest rate that remains the same througout the length of loan

b)

an interest rate that changes annually throughout the length of loan

15.

One of the reasons lenders review the credit history of individuals applying for credit card loans is to determine

a)

place of residence

b)

the amount of life insurance coverage

c)

how much is owed

16.

How does credit help borrowers?

a)

Borrowing is not on a person's credit report until all payments are made

b)

A person can buy a big ticket item on credit and use it while paying for it

c)

Buying on credit helps a person to increase their credit score

17.

Four friends each deposited $1,000 in a savings account at their local bank on the same day. After two years, from the date of deposit, the friend who had the most amount of money is the one whose bank compounded interest.

a)

daily

b)

weekly

c)

monthly

18.

Review the information below. Boy: Age 10 deposited $1,000 earning 4% interest. Value at age 20= $1,492.00 Boy: Age 17 Deposited $1,000 earning 6% interest. Value at age 20 = $1,197.00 The 10 year old has more money because the money was deposited

a)

in an insured bank account

b)

at an earlier age

c)

in an account with a higher interest rate

19.

Which of the following is a correct calculation of simple interest on $1,000 at the end of one year?

a)

3% = $30 or $1,030.00

b)

4% = $400 or $1,400.00

c)

5% = $150 or $1,150.00

20.

In addition to a Social Security number or taxpayer ID, which of the following documents will a bank require to open a new account?

a)

Driver's license and a copy of a recent credit report

b)

Proof of citizenship and a recent medical examination

c)

Photo identification and proof of address

21.

Your sister goes to an ATM and withdraws money from her checking account

a)

Debit

b)

Credit

22.

Last month Eric used a card to purchase a new computer from a store. When the bill arrived, he realized he only had enough to make the minimum payment.

a)

Debit

b)

Credit

23.

Jenna used her card to purchase a present for her friend's birthday. When she received her monthly statement, it was $15 more than she anticipated. She then realized that the card's annual fee was added to her balance.

a)

Debit

b)

Credit

24.

You're grocery shopping with your grandma. When paying for the groceries the cashier asks her to enter her PIN number into the kiosk

a)

Debit

b)

Credit

25.

Your mom returned a pair of pants she purchased that were the wrong size. A few days later, she checks her online bank statement to see if the money had been returned to her checking account.

a)

Debit

b)

Credit

26.

The central bank of the United States

a)

Savings Account

b)

Withdrawal

c)

Federal Reserve System

d)

Huntington Bank

27.

Method of borrowing money for a purchase now

a)

Debit Card

b)

Credit Card

c)

Budget

d)

Opportunity Cost

28.

A plan for managing income, saving, and spending

a)

Interest

b)

Budget

c)

Opportunity Cost

d)

Deposit

29.

An amount of money taken out of an account

a)

Credit

b)

Savings Account

c)

Opportunity Cost

d)

Withdrawal

30.

Money paid for the use of someone else's money

a)

Interest

b)

Deposit

c)

Budget

d)

Opportunity Cost

31.

Money taken from the purchaser's checking account electronically

a)

Credit Card

b)

Debit Card

c)

Saving's Account

d)

Budget

32.

The highest-valued choice that is given up when a decision is made

a)

Budget

b)

Interest

c)

Opportunity Cost

d)

Federal Reserve System

33.

An account that pays interest on money saved

a)

Savings Account

b)

Checking Account

c)

Deposit

d)

Interest

34.

An amount of money put into an account

a)

Withdrawal

b)

Interest

c)

Deposit

d)

Opportunity Cost

35.

An account where people can keep their money and write checks

a)

Savings Account

b)

Checking Account

c)

Credit Card

d)

Debit Card