Wayground logo

Free Printable Worksheets

Font size

S
M
L
XL
Worksheets

Unit 1 Banking Test

Total questions: 26

Worksheet time: 19mins

Name
Class
Date
1.

What is the purpose of an interest rate in a savings account?

a)

To charge you for keeping your money in the bank

b)

To reward you for saving money by paying you a percentage of your balance

c)

To cover the administrative costs of managing your account

d)

To provide insurance for your savings

2.

What is an overdraft fee?

a)

A fee for depositing too much money

b)

A fee for withdrawing money from savings

c)

A fee charged when you spend more money than you have in your checking account

d)

A fee for transferring money between accounts

3.

Which of the following is typically required to open a savings account?

a)

An Initial Deposit

b)

A driver's license or state ID

c)

Your Social Security number

d)

All of the above

4.

What is one benefit of regularly balancing your checkbook?

a)

It helps you detect unauthorized transactions

b)

It allows you to calculate your annual taxes

c)

It ensures your credit score improves

d)

It provides a way to track your credit card purchases

5.

What is the benefit of having direct deposit for your paycheck?

a)

It reduces the risk of losing a physical paycheck

b)

It ensures your money is deposited quickly and reliably

c)

It often allows you to access your funds earlier

d)

All of the above

6.

What happens if you don't have enough money in your account to cover a check you've written?

a)

The check will bounce, and you may incur a fee

b)

The bank will cover the difference without any fee

c)

The check will be held until you deposit more funds

d)

The recipient will be charged a fee

7.

What is a common feature of savings accounts that is not typically offered with checking accounts?

a)

The ability to write checks

b)

Higher interest rates

c)

Unlimited transactions

d)

Overdraft protection

8.

When opening a savings account, what is the significance of the Annual Percentage Yield (APY)?

a)

It tells you how much you will owe the bank each year

b)

It indicates the amount of interest you will earn on your deposits over a year

c)

It represents the fees associated with the account

d)

It is the interest rate the bank borrows at from the Federal Reserve

9.
This account allows you to withdraw money, pay a bill, or make purchases easily.
a)
Checking Account
b)
Savings Account
c)
Market Money Account
d)
CD Account
10.
This is a written request to your bank to take money from your account & pay it to someone else.
a)
Check
b)
Telephone Call
c)
Text
d)
Email
11.
This allows you to withdraw cash from your account or make payments electronically.
a)
Debit Card
b)

ATM Card

c)
Signature Card
d)
Payday card
12.

This action adds money into an account.

a)
Deposit
b)
Withdrawal
c)

Debit

d)
Deduction
13.
This transaction removes funds from your account.
a)
Debit
b)
Credit
c)
Loan
d)
Deposit
14.
This action allows movement of funds from one account to another.
a)
Transfer
b)
Debit
c)
Credit
d)
Loan
15.

Orrin had $541.06 in his checking account, and he paid his rent online for $560.00 using his debit card.
IF the transaction goes through, what else will happen?

a)

overdraft fee

b)
service fees
c)
atm fees
d)
over spending fee
16.
Which is NOT a typical goal for a savings account?
a)
To create an emergency fund
b)
To pay for higher education
c)
To save for a new car
d)
To buy groceries for this week
17.
About how much should you save in an emergency fund?
a)
1-3 months of living expenses
b)
3-6 months of living expenses
c)
6-9 months of living expenses
d)
9-12 months of living expenses
18.
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 to purchase small items, like snacks
c)
Pay yourself first - set aside money for savings each month
d)
Keep your spending and saving money together in 1 account
19.

Computer terminal that allows the withdrawal of cash and perform other banking transcactions.

a)

FDIC

b)

ATM

c)

ATF

d)

IRS

20.

The FDIC insures bank accounts against bank failure up to the sum of

a)

$100,000

b)

$250,000

c)

$1,000,000

d)

$0

21.

What is compound interest?

a)

Interest calculated on the initial principal and also on the accumulated interest of previous periods.

b)

Interest calculated based on the borrower's credit score

c)

Interest calculated only on the initial principal

d)

Interest that grows the faster you withdrawal money from your account.

22.

What should you do if you suspect someone hacked into your checking account and made a purchase?

a)
Post about it on social media
b)
Ignore it and hope it goes away
c)
Contact your bank immediately
d)
Wait and see if it happens again
23.

What will happen if I use an Out of Network ATM or use more than 6 transactions with my savings account in 1 month?

a)

I will get charged fees

b)

I will be unbanked

c)

My debit card will be locked

d)

I will be required to reset my PIN

24.

A savings product that earns interest on a lump sum for a fixed period of time.

a)

Bounced check

b)

Savings bank

c)

Money market account

d)

Certificate of Deposit (CD)

25.

Banks use savings account deposits to:

a)

pay interest to checking account depositors

b)

pay bonuses to executives

c)

give loans to consumers and businesses

d)

help out different charities in the area

26.

What should the best savings accounts offer?

a)

High interest rates and monthly fees

b)

Low interest rates and no online bank transfers

c)

Strong interest rates, no monthly fees, and easy online bank transfers

d)

Monthly service charges and limited withdrawals