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Credit Unit Test

Total questions: 21

Worksheet time: 2hrs 45mins

Name
Class
Date
1.

Use different colors to DRAW LINES and match the term on the right with it's correct definition on the left.

2.

What is one benefit of borrowing money from a friend or family member instead of from the bank?

a)

You don't have to repay your friends or family if you don't want to

b)

You can borrow more money from a friend or family member because they have more cash than banks

c)

Friends and family cannot legally charge you interest on the loan, but banks can

d)

Friends and family will typically work with you to set up a repayment plan you can afford

3.

Justin really wants to attend the 8th-grade graduation ceremony, dance, and field day, but all the tickets combined cost $75, and he doesn't have that much. Justin has no job, gets no allowance, and his birthday was just last month, so he's not expecting any gifts soon. What's a potential downside of asking his friend Kylie for a loan?

a)

Kylie will have to give him the money, even if she doesn't want to

b)

As soon as she lends him the money, they won't be able to be friends any more

c)

It might cause problems in their friendship if Justin doesn't repay her on time or if he then asks for even more money

d)

The school won't sell him tickets if they know he borrowed the money instead of earning it himself

4.

What is a common consequence of missing multiple credit card payments?

a)

Your credit score may increase

b)

You will receive a reward from the credit card company

c)

You may incur late fees and a higher interest rate

d)

Your credit card limit will automatically increase

5.

Which of the following is a benefit of having a high credit score?

a)

Increased monthly credit card fees

b)

Higher interest rates on loans

c)

Access to better credit card offers and lower interest rates

d)

More difficulty in obtaining credit

6.
How can you avoid paying interest fees on your credit card?
a)
Only use it for groceries
b)

Pay off the full balance, on time, each month

c)

You cannot avoid interest fees

d)

Only use Discover

7.

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

a)

Credit cards allow you to borrow money to pay for things, while debit cards take money straight from your own checking account

b)

Wealthy people use credit cards, while people with lower incomes use debit cards

c)

Credit cards come from credit unions, while debit cards come from banks

d)

You can only use credit cards if you are over 25, but you can use debit cards as long as you are over 18

8.

Craig isn't sure if he should open up a credit card account or get a bank loan. What question is MOST useful in helping him decide which financial product he should get?

a)

Are you responsible with your money?

b)

Are you trying to make a bunch of small purchases over time or one large purchase?

c)

Are you using the money to purchase an item that is a need or a want?

d)

How much money do you have in your bank account?

9.

Kervin really wants to buy a new bike because his old one is too small now. He's trying to decide if he should use his debit card or credit card. What's one reason he should be careful about using credit?

a)

Credit will take the money straight from his checking account, lowering his bank balance

b)

Credit will force him to pay taxes on his bike purchase

c)

Credit will charge him interest every month until he repays his full balance

d)

Credit will force him to buy a cheaper bike than he could with debit

10.

Which statement about credit card interest rates is TRUE?

a)
  1. The more money you spend on purchases, the higher your interest rate will be

b)
  1. A high interest rate means you'll pay MORE money total

c)
  1. A high interest rate means you'll pay LESS money total

d)
  1. Most credit cards do not charge any interest rate

11.

Which age group tends to have the most credit card debt?

a)

Young adults

b)

Middle-aged people

c)

Senior citizens

d)

Credit card debt is evenly distributed among all age groups

12.

What is the best way to avoid going into large debt on your credit card?

a)

Avoid paying the bill every month so your bank account stays high

b)

Pay the minimum monthly payment on time every month

c)

Pay half your balance every month

d)

Pay your full balance every month

13.

Using this portion of a credit card statement, how much did the credit card holder pay in payments?

a)

$167.49

b)

$200.00

c)

$120.75

d)

$89.99

14.

According to this portion of a credit card statement, how much did the cardholder pay in total interest this billing cycle?

a)

$1.60

b)

$31.50

c)

$33.10

d)

$2,458.10

15.

What is the minimum amount this cardholder must pay on this month's statement?

a)

$167.49

b)

$400

c)

$2,590.61

d)

You can't tell from this portion of the statement

16.

What is a 'Credit Score'?

a)

The maximum amount of credit a borrower can use

b)

A yearly charge for credit card usage

c)

A measurement of someone's creditworthiness

d)

An initial cash payment for a large purchase

17.

Each of the following factors impact your credit score, EXCEPT...

a)

Payment history

b)

Checking account balance

c)

Mix of credit types

d)

Length of credit history

18.

Katherine has been using her credit card very responsibly in hopes of raising her credit score. Which of the following scores would indicate that Katherine now has a PRIME score?

a)

450

b)

600

c)

720

d)

500

19.

Miguel's parents keep telling him he should worry about his credit score. He says, "Why bother?" Why should Miguel care?

a)

A high credit score will make it easier for him to get loans or credit cards with better interest rates

b)

A low credit score will make it easier for him to get loans or credit cards with better interest rates

c)

If his credit score is positive, lenders will allow him to pay back only a portion of his loan instead of the whole balance

d)

Miguel will not be able to apply for colleges if he doesn't have a strong credit score

20.

When discussing a loan, such as a college loan or auto loan, what does the word "principal" mean?

a)

The total amount you borrowed

b)

The amount of interest you pay over the whole length of the loan

c)

The total amount of money you owe

d)

The total number of months you will have to repay the loan

21.

(Using at least 2 SENTENCES) Explain why it is important to have a Repayment Plan, and even a signed Promissory Note if you are going to loan money to a friend or family member?

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