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Worksheets

SaveUp!

Total questions: 12

Worksheet time: 12mins

Name
Class
Date
1.

What is the benefit of saving money?

a)

Being able to write a check

b)

Getting a discount on paying your bills

c)

Being able to prepare for emergencies

d)

Not having to worry about your expenses

2.

Your emergency savings should cover your expenses for at least _________.

a)

1 month

b)

3 months

c)

6 months

d)

10 months

3.

When can setting a savings goal help you? Select all that apply.

a)

When there is nothing you want or need.

b)

When you need to save money long-term.

c)

When you want to buy something expensive.

d)

There is no reason to set a savings goal.

4.

Calculating your expenses helps you budget because _________.

a)

you can return things you have bought more easily

b)

you can figure out how to spend less and save more

c)

you can understand how much money you can spend

d)

you can stop spending money and save for your goals

5.

How can you save for your goals faster?

a)

Choosing wants, not needs

b)

Choosing needs, not wants

c)

Choosing needs before wants

d)

Choosing wants before needs

6.

Which of these can help you save money? Select all that apply.

a)

Budgeting money

b)

Increasing income

c)

Reducing expenses

d)

Spending more on the things you want

7.

What is a savings account used for?

a)

Writing checks

b)

Saving money

c)

Using a debit card

d)

Using a credit card

8.

Your savings account will make more money in interest if you ________.

a)

save less money

b)

deposit more money into the account

c)

make withdrawals (take out money from the account)

d)

check your account balance online

9.

Which of these is true about a savings account?

a)

You can't open it online.

b)

You may lose all of your money.

c)

You can't make withdrawals.

d)

You may need to pay fees.

10.

You can open a savings account to _______.

a)

pay for everyday expenses

b)

deposit money you want to save

c)

borrow money from financial institutions

d)

buy a financial product to grow your money

11.

Why do financial institutions need to know your personal information? Select all that apply.

a)

To verify your identity

b)

To protect your identify

c)

To understand your financial situation.

d)

To steal all of your information and sell it online

12.

When you open a savings account, reading the Terms and Conditions helps you __________.

a)

waive fees for using the ATMs

b)

close your account without penalty

c)

understand rules you need to abide by

d)

earn more interest in your savings account