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Financing Large Expenditures

Total questions: 15

Worksheet time: 8mins

Name
Class
Date
1.

Which of the following is an example of a planned expenditure that is typically paid monthly?

a)

Car insurance premium

b)

College tuition

c)

Electricity bill

d)

Magazine subscription

2.

What is the main difference between a debit card and a credit card?

a)

Debit cards charge an annual fee, while credit cards do not.

b)

Debit cards allow you to carry a balance, while credit cards do not.

c)

Debit card purchases are deducted immediately from your bank account, while credit card purchases are billed later.

d)

Debit cards can be used for cash advances, while credit cards cannot.

3.

Which of the following is considered "good debt"?

a)

Borrowing money to buy a designer handbag

b)

Taking out a loan to start a small business

c)

Using a credit card to pay for a vacation

d)

Financing a new car with a high-interest loan

4.

What is the consequence of carrying a balance on a credit card?

a)

You earn rewards points faster.

b)

You are charged interest on the unpaid balance.

c)

Your credit limit is increased.

d)

You receive a discount on future purchases.

5.

Which type of credit requires a lump-sum payment for the full amount owed?

a)

Installment closed-end credit

b)

Revolving open-end credit

c)

Noninstallment credit

d)

Secured credit

6.

What is an annual fee in the context of credit cards?

a)

A fee charged for each transaction made with the card

b)

A yearly fee charged for having certain credit cards

c)

A fee for exceeding the credit limit

d)

A fee for late payments

7.

Which of the following is a potential benefit of using credit?

a)

Immediate access to funds for large purchases

b)

No need to repay the borrowed amount

c)

Guaranteed approval for future loans

d)

No interest charges on any balance

8.

What is the purpose of an overdraft protection plan?

a)

To prevent any fees from being charged on a credit card

b)

To allow purchases even if there are insufficient funds in a bank account

c)

To increase the credit limit on a credit card

d)

To eliminate the need for a checking account

9.

Which of the following is an example of an unplanned expense?

a)

Monthly internet bill

b)

Annual magazine subscription

c)

Emergency car repair

d)

Quarterly tax payment

10.

What is a finance charge in the context of credit?

a)

A fee for using a debit card

b)

The total dollar amount paid to use credit

c)

A discount for early payment

d)

A reward for using a credit card frequently

11.

Which of the following is a characteristic of revolving open-end credit?

a)

It requires a lump-sum payment.

b)

It has a fixed repayment schedule.

c)

It allows for purchases up to an approved limit.

d)

It is only used for purchasing vehicles.

12.

What is the main advantage of a no-fee/no-balance credit card?

a)

It offers unlimited credit.

b)

It does not charge an annual fee.

c)

It provides cash back on all purchases.

d)

It automatically increases your credit score.

13.

Which of the following is a transaction fee associated with credit cards?

a)

Annual fee

b)

Overdraft fee

c)

Cash advance fee

d)

Balance transfer fee

14.

What is the primary purpose of budgeting for both planned and unplanned expenses?

a)

To eliminate all forms of debt

b)

To ensure all expenses are paid with credit

c)

To manage finances and avoid excessive debt

d)

To increase spending on luxury items

15.

Which of the following is an example of installment closed-end credit?

a)

Credit card purchase

b)

Car loan

c)

Payday loan

d)

Personal line of credit