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Personal Finance & Budgeting Basics

Total questions: 10

Worksheet time: 5mins

Name
Class
Date
1.

What is personal finance?

a)

The study of history

b)

How you manage your money

c)

A type of math

d)

Something only adults need

2.

A budget is…

a)

A plan for how to spend and save money

b)

A type of bank account

c)

A paycheck

d)

A loan

3.

Income means:

a)

Money you spend

b)

Money you borrow

c)

Money you receive

d)

Money you owe

4.

An expense is money you earn.

a)

True

b)

False

5.

Which of these is a need?

a)

New shoes for fun

b)

Rent

c)

Concert ticket

d)

Netflix subscription

6.

Which of these is a want?

a)

Groceries

b)

Gas for your car

c)

Cell phone bill

d)

Fast food

7.

Write ONE example of a 'need' in your life and ONE example of a 'want'.

a)

Need: food, Want: video games

b)

Need: video games, Want: water

c)

Need: candy, Want: shelter

d)

Need: toys, Want: air

8.

Fill in the blank: Budgeting helps you avoid ________.

a)

overspending

b)

saving money

c)

earning interest

d)

making investments

9.

One reason budgeting can reduce stress is because:

a)

It makes sure you always have money for emergencies

b)

It lets you spend without thinking

c)

It guarantees you’ll be rich

d)

It means you never have to pay bills

10.

Budgeting is important for me because it helps me:

a)

Manage my money and plan for future expenses.

b)

Spend all my money quickly.

c)

Ignore my financial responsibilities.

d)

Avoid saving for goals I care about.