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Worksheets

Bank Accounts

Total questions: 20

Worksheet time: 10mins

Name
Class
Date
1.

What are the two main types of bank accounts?

a)

Savings account and checking account

b)

Investment account and retirement account

c)

Cash account and loan account

d)

Credit account and debit account

2.

Explain the difference between a savings account and a checking account.

a)

Savings accounts are for saving money and checking account is to pay bills only.

b)

Savings accounts are for saving money and checking accounts are for everyday use.

c)

Savings accounts are for saving money only, while checking accounts are for spending and saving money.

3.

True or False: A checking account is for daily access.

a)

False

b)

True

4.

True or False: A savings account has limited access.

a)

True

b)

False

5.

This account allows you to pay for food, monthly bills, other purchases, and regular monitoring to prevent overdrafts.

a)

Bank Accounts

b)

Savings Account

c)

Checking Account

6.

This account let you build savings for emergencies and long-term goals like education, vacation, or a car.

a)

Checking Account

b)

Savings Account

c)

Bank Accounts

7.

You can spend money everyday from this account.

a)

Savings Account

b)

Checking Account

8.

Why is it important to compare different banks before opening an account?

a)

Because all banks offer the same interest rates and fees

b)

To find the best interest rates, fees, and services that meet your financial needs.

c)

To limit your options and make a quick decision

d)

To avoid understanding the terms and conditions of different banks

9.

True or False: A monthly statement is a list of transactions for a checking and savings account?

a)

True

b)

False

10.

What is a debit card?

a)

Debit cards allow you to borrow money from the bank, while credit cards deduct money directly from your account

b)

Debit card is tied into your checking account and you use it to deduct money directly from your account through purchases

c)

There is no difference between a debit card and a credit card

d)

Debit cards are only used for online transactions, while credit cards are only used for in-store transactions

11.

You have limited access to this account.

a)

Checking Account

b)

Savings Account

12.

You get a monthly statement with a list of transactions.

a)

Checking Account

b)

Checking and Saving Account

c)

Savings Account

13.

Documents required to open an account are ID, passport, proof of address, social security number, and initial deposit.

a)

Checking Account

b)

Savings Account

c)

Checking and Savings Account

d)

No documents are required to open an account.

14.

This account can be used for emergencies.

a)

Checking Account

b)

Savings Account

c)

Checking and Savings Account

15.

Transfer Money

a)

Checking

b)

Savings

c)

Checking and Savings

16.

This account do not have a debit card.

a)

Savings and Checking

b)

Checking

c)

Savings

17.

Access to mobile or online banking

a)

Savings

b)

Checking

c)

Checking and Savings

18.

Write a check

a)

Checking

b)

Savings

c)

Savings and Checking

19.

Higher Interest

a)

Savings and Checking

b)

Checking

c)

Savings

20.

An account that keeps your money safe while gaining interest.

a)

Savings

b)

Checking

c)

Mutual Fund

d)

Stocks