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Worksheets

You and YO Money!!

Total questions: 21

Worksheet time: 11mins

Name
Class
Date
1.
What two things does a budget compare?
a)
Income and Expenses
b)
Savings and Interest
c)
Income and Investments
d)
Expenses and Expenditures
2.
The idea of a budget is to spend exactly as much as you spend.
a)

True

b)
False
3.
Which of the following is a true statement about saving receipts?
a)
Saving receipts allows you to keep an accurate record of your spending.
b)
The more receipts you save, the more money you can save.
4.
When you set a budget, you should never revisit or adjust it.
a)
True
b)
False
5.
This occurs when money is withdrawn from a bank account and the available balance goes below zero.
a)
overdraft
b)
reconcile
c)
balanced
d)
budgeting
6.
Expenses that stay the same every month are _________ expenses. Rent would be an example.
a)
fixed
b)
discretionary 
c)
variable
d)
intermittent
7.
Which is an example of a fixed expense?
a)
Cell Phone
b)
Utility bill
c)
Groceries
d)
Gasoline
8.
What percentage of Americans live paycheck to paycheck?
a)
70
b)
25
c)
50
d)
10
9.

If Ryan's take-home pay is $3600, what percentage does he pay for rent if rent is $900.

a)

25%

b)

4%

c)

0.04 %

d)

0.25 %

10.

Ryan would like to save 15% of his take-home pay towards retirement. How much should he save each month if he makes $5,000 each month?

a)

$750

b)

$75,000

c)

$1125

d)

$75

11.

It is not important to consider saving money for the future.

a)

True

b)

False

12.

A plan on how to spend and save money

a)

Saving

b)

Spending

c)

Budget

d)

Income

13.

Basic needs that a household must pay for such as housing, groceries, healthcare, utilities, etc.

a)

Spending

b)

Saving

c)

Expenses

d)

Budget

14.

Setting money aside to use in the future

a)

Budget

b)

Expense

c)

Income

d)

Saving

15.

How much money should you save for emergencies?

a)

2 months worth of expenses

b)

6 months worth of expenses

c)

Cash in whatever stocks you have to pay for an emergency

d)

As a neighbor for a loan if needed

16.

What is the highest credit score you can achieve?

a)

800

b)

1000

c)

850

d)

550

17.

Which is NOT a credit agency that calculates your credit score?

a)

Experian

b)

Federal Reserve

c)

Trans Union

d)

Equifax

18.

What is credit?

a)

Receiving goods and services now and paying for them later

b)

The process of depositing money into your savings the day you receive it so you have savings later

c)

Having ownership of a company based on how many stocks you have bought

d)

Accumulating money each month for emergencies

19.

Why is maintaining good credit important?

a)

Can help you graduate from college

b)

Allows you to carry more cash than usual

c)

Allows you to buy expensive items and pay over time

d)

Might cause your interest rates to be raised

20.

For credit cards, it is better to have a higher APR % (interest rate)

a)

TRUE

b)

FALSE

21.

Why is it better to pay off credit card purchases quickly? CHECK ALL THAT APPLY

a)

If you don't pay quickly, the money you owe will keep increasing

b)

Missed payments will lower your credit score

c)

It will make your stock prices go up

d)

If you don't pay your credit card bills, you may not be able to buy a car or house in the future