wayground logo

Free Printable Worksheets

Font size

S
M
L
XL
Worksheets

Banking Bell ringer 7

Total questions: 7

Worksheet time: 4mins

Name
Class
Date
1.

Keon receives a $1,000 paycheck. According to the 50/30/20 rule, how much should he put aside for saving?

a)

$100

b)

$200

c)

$500

d)

$1,000

2.

What is a major benefit of the Pay Yourself First strategy?

a)

It helps you budget all of your income for the month

b)

It encourages you to prioritize saving money

c)

It is a good way to build credit

d)

It generates additional income to cover essential expenses

3.

How much money should you try to save in your emergency fund?

a)

3-6 days worth of expenses

b)

3-6 weeks worth of expenses

c)

3-6 months worth of expenses

d)

3-6 years worth of expenses

4.

Joelle wants to have an emergency fund to cover 6 months of her expenses. Her monthly gross pay is $4,000 and her monthly expenses are $2,000. If she plans to save 10% of her gross pay each month, how long will it take her to build her emergency fund?

a)

3 months

b)

9 months

c)

24 months

d)

30 months

5.

You are developing a savings plan and using short-, medium-, and long-term goals to motivate you. Which represents possible goals from short-term to long-term? Save for…

a)

Retirement, a house down payment, college tuition

b)

A new cell phone, college tuition, a house down payment

c)

A new cell phone, dinner with friends this weekend, a new bike

d)

Retirement, college tuition, a vacation

6.

Fill in the blanks with the correct responses. If you follow the 50-30-20 rule of budgeting, you'll be putting 50% of your monthly income toward _______________, 30% of your monthly income toward _____________, and 20% of your monthly income toward ______________.

a)

needs, wants, savings

b)

savings, needs, wants

c)

needs, savings, wants

d)

wants, needs, savings

7.

Which represents the BEST time to start saving for your retirement?

a)

As soon as you have your first full-time job

b)

Right after you pay off your student loans

c)

Once you are debt-free, including paying off all credit cards, auto loans, and your mortgage

d)

At age 45, so you have exactly 20 years until retirement