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Finance Review (8th grade)

Total questions: 26

Worksheet time: 13mins

Name
Class
Date
1.

Fill in the blank: Values are ____________.

a)

a fundamental belief or practice about what is desirable, worthwhile, and important to an individual

b)

a set of rules enforced by law

c)

a temporary feeling or emotion

d)

an object of monetary value

2.

Fill in the blank: Needs are ________ that we must have for survival.

a)

aspects

b)

choices

c)

wants

d)

possessions

3.

Fill in the blank: Wants are _________

a)

desires for goods or services that increase the quality of life

b)

needs required for survival

c)

obligations imposed by society

d)

resources that are limited and scarce

4.

Fill in the blank: A ______ is a financial plan for a specific period of time involving your income and expenses.

a)

budget

b)

receipt

c)

invoice

d)

contract

5.

Fill in the blank: Expenses are ________ that you spend on aspects such as payments, bills, entertainment, insurance.

a)

money

b)

food

c)

clothes

d)

vehicles

6.

What is the definition of 'Income'?

a)

Money received for work or investments

b)

Money spent on goods and services

c)

Money saved in a bank

d)

Money borrowed from others

7.

Which type of account generally earns higher interest than a checking account?

a)

Savings Account

b)

Checking Account

c)

Credit Card Account

d)

Loan Account

8.

A savings account helps you save your money so you won’t ______ it.

a)

spend

b)

lose

c)

find

d)

borrow

9.

What is the definition of a Checking Account?

a)

A deposit account held at a financial institution that allows withdrawals and deposits.

b)

A type of loan provided by banks for purchasing homes.

c)

An investment account used for trading stocks and bonds.

d)

A savings account with a fixed interest rate and limited withdrawals.

10.

Fill in the blank: A ______ is a card that allows consumers to purchase goods or services on credit.

a)

credit card

b)

debit card

c)

gift card

d)

membership card

11.

What is a debit card?

a)

A card issued by a bank that allows you to transfer and deposit money (connected to your checking and savings account).

b)

A card that is only used for online shopping and cannot be used at ATMs.

c)

A card that is issued by stores for loyalty points and discounts.

d)

A card that allows you to borrow money from the bank and pay it back later.

12.

Fill in the blank: ________ is what you bring home after taxes are taken out.

a)

Net Pay

b)

Gross Pay

c)

Bonus

d)

Allowance

13.

What is the term for 'Your salary before taxes are taken out'?

a)

Gross Pay

b)

Net Pay

c)

Take-home Pay

d)

Deducted Salary

14.

What is the meaning of the word 'Deposit'? Fill in the blank: Deposit means _________.

a)

Money that you place at a bank for safekeeping (the income that you receive from work or investments)

b)

A type of loan you take from a bank

c)

A fee charged by the bank for account maintenance

d)

A password used to access your bank account

15.

Which of the following is an advantage of credit?

a)

A) Buy now...Pay later

b)

B) Fees/Charges

c)

C) High interest rates

d)

D) May cause debt

16.

Which of the following is an advantage of credit?

a)

Used for emergencies

b)

Missing a payment will affect your credit score

c)

Fees/Charges

d)

High interest rates

17.

Which of the following is a disadvantage of credit?

a)

Improves credit score

b)

Buy now...Pay later

c)

May cause debt

d)

May include perks

18.

Which of the following is a disadvantage of credit?

a)

A) Missing a payment will affect your credit score

b)

B) Buy now...Pay later

c)

C) Used for emergencies

d)

D) May include perks

19.

Fill in the blank: Opportunity Cost is defined as your ________, or your plan B.

a)

next best choice

b)

first choice

c)

final decision

d)

primary goal

20.

What is a credit score?

a)

A measurement of a person's financial health based on how well they pay their bills

b)

A person's age

c)

The amount of money a person has

d)

The number of credit cards a person owns

21.

What is the credit score range.

a)

300-850

b)

650-699

c)

700-749

d)

750-800

22.

What does ATM stand for?

a)


Advanced Transaction Module

b)

Automatic Transfer Machine

c)


Automated Teller Machine

d)

Account Tracking Monitor

23.

What is the function of an Automated Teller Machine (ATM)?

a)


It is a place to buy groceries

b)


It is a type of car

c)


It is a type of computer

d)


It lets you do banking by yourself without needing to go inside the bank

24.

PIN stands for Personal Identification Number

a)

True

b)

False

25.

A routing number is a ______ code that tells which bank your account is at.

a)

random

b)

secret

c)

color

d)

special

26.

An account number is a unique number that identifies your personal bank account.

a)

False

b)

True