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Financial Literacy KS Quiz

Total questions: 26

Worksheet time: 13mins

Name
Class
Date
1.

What is an asset?

a)

The process of setting aside money until a future date

b)

Anything that is owned by an individual

c)

An organized plan for saving and spending

d)

Money owed to individuals, businesses, or institutions

2.

What is a balanced budget?

a)

A situation where income and expenses are equal

b)

A situation where money is left over after all obligations have been paid

c)

A situation where there is not enough money to cover expenses

d)

An amount of money set aside to cover bills in case of emergency

3.

What is disposable income?

a)

The money you have to spend or save as you wish after taxes, social security, and other required and optional deduction have been withheld from your gross pay

b)

The process of setting money aside to increase wealth over time

c)

The total value of a person or company

d)

Expenses that remain the same each month

4.

What is impulse spending?

a)

The act of paying money for something

b)

The process of analyzing exposure to risk

c)

Checking several alternatives to find the best product at the best price

d)

Making purchases without comparing costs or benefits beforehand

5.

What is net worth?

a)

The total value of a person or company, calculated by subtracting liabilities from total assets

b)

Money owed to individuals, businesses, or institutions

c)

An organized plan for saving and spending

d)

The process of setting aside money until a future date

6.

What is the concept of 'Pay Yourself First'?

a)

Expenses that increase or decrease

b)

Using a portion of income to make charitable contributions

c)

The ways in which a person typically uses money

d)

The concept of putting aside a sum of money into savings each month before paying other bills

7.

What is a financial plan?

a)

The process of setting money aside to increase wealth over time

b)

The act of paying money for something

c)

A plan of action that allows a person to meet immediate needs and long-term goals

d)

Expenses that remain the same each month

8.

What means Comparison shop?

a)

The money you have to spend or save as you wish after taxes, social

b)

Checking several alternatives to find the best product at the best price

c)

The things people pay for with their money

d)

Typically used to measure the health of a business, it calculates income minus expenses

9.

With respect to saving and investing, assets are

a)

The things people pay for with their money

b)

Checking several alternatives to find the best product at the best price

c)

generally categorized as liquid (cash) assets and capital (investment) assets

d)

Expenses that remain the same each month

10.

What means Budget surplus?

a)

Money owed to individuals, businesses, or institutions

b)

A situation where money is left over after all obligations have been paid

c)

Expenses that remain the same each month

d)

An amount of money set aside to cover bills in case of emergency

11.

What means Budget deficit?

a)

A situation where there is not enough money to cover expenses

b)

Typically used to measure the health of a business, it calculates income minus expenses

c)

A situation where income and expenses are equal

d)

A situation where money is left over after all obligations have been paid

12.

What is Budget?

a)

An amount of money set aside to cover bills in case of emergency

b)

Typically used to measure the health of a business, it calculates income minus expenses

c)

An organized plan for saving and spending based on your expected income and expenses

d)

Expenses that remain the same each month

13.

What means Cash flow?

a)

A situation where income and expenses are equal

b)

An amount of money set aside to cover bills in case of emergency

c)

An organized plan for saving and spending based on your expected income and expenses

d)

Typically used to measure the health of a business, it calculates income minus expenses

14.

What means Emergency fond?

a)

The things people pay for with their money

b)

Typically used to measure the health of a business, it calculates income minus expenses

c)

An amount of money set aside to cover bills in case of emergency

d)

A situation where income and expenses are equal

15.

What means Fixed expenses?

a)

Expenses that remain the same each month

b)

Money owed to individuals, businesses, or institutions

c)

An amount of money set aside to cover bills in case of emergency

d)

Checking several alternatives to find the best product at the best price

16.

What means Flexible expenses?

a)

Making purchases without comparing costs or benefits beforehand

b)

The total value of a person or company, which can be calculated by subtracting liabilities from total assets

c)

Expenditures that change each month and can be reduced or eliminated if necessary

d)

The act of paying money for something

17.

What means income?

a)

Using a portion of income to make charitable contributions

b)

Money owed to individuals, businesses, or institutions

c)

The ways in which a person typically uses money

d)

Money earned in exchange for work, or received from investments, allowance, or gifts

18.

What means Investing?

a)

The process of setting aside money until a future date instead of spending it today. The goal of saving is to provide funds for emergencies, short-term goals, and investments

b)

The process of setting money aside to increase wealth over time and accumulate funds for long-term financial goals such as retirement

c)

The total value of a person or company, which can be calculated by subtracting liabilities from total assets

d)

Making purchases without comparing costs or benefits beforehand

19.

What means Liabilities?

a)

The ways in which a person typically uses money

b)

The act of paying money for something

c)

Money owed to individuals, businesses, or institutions

d)

Money earned in exchange for work, or received from investments, allowance, or gifts

20.

What means Record keeping?

a)

The process of analyzing exposure to risk and determining the best way to handle such exposure

b)

To write down information about a transaction or series of transactions

c)

The concept of putting aside a sum of money into savings each month before paying other bills

d)

Using a portion of income to make charitable contributions

21.

What means Risk management?

a)

The process of analyzing exposure to risk and determining the best way to handle such exposure

b)

The process of setting aside money until a future date instead of spending it today. The goal of saving is to provide funds for emergencies, short-term goals, and investments

c)

The total value of a person or company, which can be calculated by subtracting liabilities from total assets

d)

The process of setting aside money until a future date instead of spending it today.

22.

What means Savings?

a)

The concept of putting aside a sum of money into savings each month before paying other bills

b)

The process of setting aside money until a future date instead of spending it today. The goal of saving is to provide funds for emergencies, short-term goals, and investments

c)

The total value of a person or company, which can be calculated by subtracting liabilities from total assets

d)

Making purchases without comparing costs or benefits beforehand

23.

What means Sharing?

a)

The ways in which a person typically uses money

b)

To write down information about a transaction or series of transactions

c)

Using a portion of income to make charitable contributions

d)

The process of setting aside money until a future date instead of spending it today.

24.

What means Spending?

a)

The process of setting aside money until a future date instead of spending it today.

b)

Money owed to individuals, businesses, or institutions

c)

The concept of putting aside a sum of money into savings each month before paying other bills

d)

The act of paying money for something

25.

What means Spending habits?

a)

Using a portion of income to make charitable contributions

b)

Expenses that increase or decrease

c)

The ways in which a person typically uses money

d)

Expenses that remain the same each month

26.

What means Variable expenses?

a)

Expenses that increase or decrease

b)

The ways in which a person typically uses money

c)

The act of paying money for something

d)

Using a portion of income to make charitable contributions