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Worksheets

Practice W!SE Questions

Total questions: 52

Worksheet time: 26mins

Name
Class
Date
1.

The difference between earned and unearned income is:

a)

Earned income is money received from working, while unearned income is money received from sources other than work.

b)

Earned income is money received from investments, while unearned income is money received from a job.

c)

Earned income is always higher than unearned income.

d)

There is no difference between earned and unearned income.

2.

The difference between gross and net income is:

a)

Gross income is after deductions, net income is before deductions.

b)

Gross income is before deductions, net income is after deductions.

c)

Gross income and net income are the same.

d)

Gross income is only for businesses, net income is only for individuals.

3.

The effect of inflation is:

a)

Increase in the value of money

b)

Decrease in the value of money

c)

No change in the value of money

d)

Increase in production

4.

FDIC or NCUA insurance covers:

a)

Stocks and bonds

b)

Mutual funds

c)

Deposits in banks or credit unions

d)

Life insurance policies

5.

The difference between a checking and savings account is:

a)

Checking accounts are mainly for daily transactions, while savings accounts are for saving money and earning interest.

b)

Savings accounts are used for daily spending, while checking accounts are for long-term savings.

c)

Both accounts are only for business use.

d)

There is no difference between checking and savings accounts.

6.

A Certificate of Deposit (CD) is:

a)

a type of savings account with a fixed interest rate and maturity date

b)

a form of credit card

c)

an insurance policy

d)

a type of loan

7.

The components of a budget are:

a)

Income and expenses

b)

Only income

c)

Only expenses

d)

Assets and liabilities

8.

An emergency fund is:

a)

Money set aside for unexpected expenses or emergencies.

b)

Money used for daily expenses.

c)

Funds invested in the stock market.

d)

A loan taken from a bank.

9.

Recordkeeping is important because:

a)

It helps maintain accurate information and supports decision-making.

b)

It is a fun activity.

c)

It is required only for entertainment purposes.

d)

It is not necessary in any organization.

10.

The difference between installment loans and revolving credit is:

a)

Installment loans are paid in fixed payments over time, while revolving credit allows borrowing up to a limit and repaying repeatedly.

b)

Installment loans have variable payments, while revolving credit has fixed payments.

c)

Both are paid in one lump sum.

d)

Installment loans and revolving credit are the same.

11.

A credit card works by:

a)

Allowing you to borrow money up to a certain limit to make purchases and pay back later

b)

Directly deducting money from your bank account for every purchase

c)

Only allowing you to withdraw cash from ATMs

d)

Providing discounts on every purchase without any repayment

12.

Factors that impact your credit score include:

a)

Payment history, amounts owed, length of credit history, new credit, and types of credit used

b)

Your favorite color and birth month

c)

The number of pets you own

d)

Your daily exercise routine

13.

You can get a free credit report yearly from:

a)

Your local bank

b)

AnnualCreditReport.com

c)

The IRS

d)

Your employer

14.

Important loan terms to know include:

a)

Principal, interest rate, term, collateral

b)

Brand, warranty, color, size

c)

Calories, vitamins, minerals, fiber

d)

Latitude, longitude, altitude, depth

15.

The purpose of insurance is:

a)

To provide financial protection against potential losses or risks.

b)

To increase personal wealth quickly.

c)

To avoid paying any taxes.

d)

To guarantee profits in investments.

16.

Name types of insurance.

a)

Life insurance, health insurance, auto insurance

b)

Only car insurance

c)

Only travel insurance

d)

Only pet insurance

17.

A premium, deductible, and co-pay are all related to which of the following?

a)

Health insurance costs

b)

Car maintenance fees

c)

Bank account charges

d)

Utility bill payments

18.

Liability coverage means:

a)

Protection against damages you cause to others or their property.

b)

Coverage for your own injuries and damages.

c)

Insurance for natural disasters only.

d)

A type of health insurance.

19.

People invest because:

a)

They want to lose money

b)

They want to grow their wealth

c)

They want to avoid all risks

d)

They dislike financial planning

20.

Common types of investments include:

a)

Stocks, bonds, and real estate

b)

Only savings accounts

c)

Only cryptocurrencies

d)

Only gold

21.

Types of retirement accounts include:

a)

401(k), IRA, Roth IRA

b)

Checking, Savings, Money Market

c)

Credit, Debit, Prepaid

d)

Mortgage, Auto Loan, Student Loan

22.

Compound interest is:

a)

The interest calculated on the initial principal only

b)

The interest calculated on both the initial principal and the accumulated interest

c)

The interest paid only at the end of the investment period

d)

The interest that decreases over time

23.

SMART financial goals are:

a)

Specific, Measurable, Achievable, Relevant, Time-bound

b)

Simple, Manageable, Affordable, Realistic, Timely

c)

Strategic, Motivational, Accountable, Responsible, Tangible

d)

Secure, Marketable, Actionable, Reliable, Trackable

24.

The FAFSA is:

a)

A federal student aid application form

b)

A type of scholarship

c)

A student loan company

d)

A college entrance exam

25.

Smart consumer skills are:

a)

The ability to make informed and wise purchasing decisions

b)

The habit of buying products impulsively

c)

Ignoring product information and reviews

d)

Spending money without planning

26.

Name important consumer protection laws.

a)

Consumer Protection Act, 1986

b)

Indian Penal Code, 1860

c)

Companies Act, 2013

d)

Income Tax Act, 1961

27.

Preventing identity theft can be done by:

a)

Sharing your passwords with others

b)

Using strong, unique passwords and monitoring your accounts

c)

Posting personal information online

d)

Ignoring suspicious emails

28.

Earned income comes from working (wages, salary); unearned income includes ________, interest, and government benefits.

a)

dividends

b)

rent

c)

wages

d)

tips

29.

Gross income is before taxes; net income is after ________.

a)

taxes

b)

deductions

c)

expenses

d)

interest

30.

Types of taxes include income tax, sales tax, and ________ tax.

a)

property

b)

weather

c)

holiday

d)

music

31.

Examples of tax forms include W-2, W-4, and ________ forms.

a)

1040

b)

1099

c)

W-8

d)

W-3

32.

Inflation reduces the ________ power of money.

a)

purchasing

b)

borrowing

c)

printing

d)

saving

33.

Examples of financial institutions include commercial banks, credit unions, and ________ banks.

a)

online

b)

grocery

c)

toy

d)

clothing

34.

The FDIC insures up to $250,000 per depositor per ________ or credit union.

a)

bank

b)

branch

c)

account

d)

state

35.

A checking account is for daily transactions; a savings account is for storing money with ________.

a)

interest

b)

fees

c)

penalties

d)

taxes

36.

A certificate of deposit is a savings tool with fixed interest and a fixed ________ date.

a)

maturity

b)

opening

c)

withdrawal

d)

deposit

37.

Examples of bank fees include overdraft fees, ATM fees, and minimum ________ fees.

a)

balance

b)

deposit

c)

withdrawal

d)

transfer

38.

A budget includes income, fixed expenses, variable expenses, and ________ spending.

a)

discretionary

b)

mandatory

c)

seasonal

d)

unexpected

39.

An emergency fund should cover 3–6 months of expenses for ________.

a)

emergencies

b)

vacations

c)

luxury items

d)

entertainment

40.

A budget helps track spending and manage money ________.

a)

wisely

b)

randomly

c)

carelessly

d)

rarely

41.

Fill in the blank: Installment loans have ______ payments; revolving credit allows flexible borrowing (like credit cards).

a)

fixed

b)

variable

c)

increasing

d)

random

42.

Fill in the blank: It allows borrowing up to a limit with interest if not paid in full ______.

a)

monthly

b)

yearly

c)

weekly

d)

daily

43.

Fill in the blank: The website where you can get your annual credit report is ______.

a)

AnnualCreditReport.com

b)

FreeCreditScore.com

c)

CreditReportOnline.net

d)

MyCreditCheck.org

44.

Fill in the blank: The four main components of a loan are principal, interest, term, and ______.

a)

down payment

b)

collateral

c)

credit score

d)

insurance

45.

Fill in the blank: Insurance protects against ______ risk.

a)

financial

b)

physical

c)

emotional

d)

social

46.

Fill in the blank: Types of insurance include health, auto, renters, homeowners, life, and ______.

a)

disability

b)

groceries

c)

vacation

d)

furniture

47.

Fill in the blank: Premium is the monthly cost; deductible is the out-of-pocket before insurance pays; co-pay is the ______ per service.

a)

fixed fee

b)

percentage of bill

c)

annual limit

d)

insurance company

48.

Fill in the blank: Examples of investments include stocks, bonds, mutual funds, and ______.

a)

real estate

b)

groceries

c)

furniture

d)

clothing

49.

Fill in the blank: Higher risk usually means higher potential ______.

a)

return

b)

loss

c)

interest

d)

cost

50.

Fill in the blank: Spreading investments across different assets is called ______ investments to reduce risk.

a)

diversifying

b)

concentrating

c)

speculating

d)

leveraging

51.

Fill in the blank: The form used to apply for federal financial aid for college is called the ______.

a)

FAFSA

b)

SAT

c)

ACT

d)

CSS Profile

52.

Fill in the blank: Three important consumer protection laws are the Fair Credit Reporting Act, Truth in Lending Act, and ______.

a)

Fair Debt Collection Practices Act

b)

Equal Pay Act

c)

Occupational Safety and Health Act

d)

Freedom of Information Act