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Worksheets

Personal Money Management

Total questions: 13

Worksheet time: 7mins

Name
Class
Date
1.

Which of the following BEST describes income? Choose two correct answers.

a)

Income is limited

b)

Income is received from luck.

c)

Income is received from work.

d)

Income is equal for all people

e)

Income is received from personal connections.

2.

Which of the following is an example of a source of income earned by someone trading their labor for monetary compensation?

a)

money given as a gift

b)

wages from a part-time job

c)

spousal support following a divorce

d)

earnings from financial investment

3.

Fatima is preparing a personal budget to help better manage her income. What must Fatima balance when preparing her budget?

a)

interest and credit

b)

interest and saving

c)

spending and credit

d)

spending and saving

4.

For which of these individuals would developing and maintaining a budget be MOST important?

a)

Dennis earns a low income, but he does not have any debt and spends less than he earns each month.

b)

Corbin earns a high income and a lot of debt and he spends more than he earns each month.

c)

Nancy earns a low income and a lot of debt, but she pays off a little bit each month and does not spend much.

d)

Camile earns a high income and sets aside the majority of what she earns in savings.

5.

In which situation would saving money be most important?

a)

Damon wants to lower the amount of taxes he pays.

b)

Allen wants to reduce the cost of his monthly expenses.

c)

Haylee wants to earn a higher salary from her employer.

d)

Elise wants to buy a new computer without going into debt.

6.

How does saving money help people avoid debt?

a)

by helping them reduce interest payments

b)

by helping them get approved for loans

c)

by helping them apply for credit cards

d)

by helping them cover unforeseen expenses

7.

Who would likely be most prepared to pay for an unexpected, necessary medical procedure?

a)

a person who has multiple credit cards for which payments are made each month

b)

a person who owes a large amount to a financial institution for a previous loan

c)

a person who earns commission in addition to a set weekly salary

d)

a person who saves a large portion of his or her monthly income

8.

11. Saving is BEST described as:

a)

Putting aside money for future use

b)

Spending all your money immediately

c)

Borrowing money from a bank

d)

Investing in risky stocks only

9.

How does saving money help people avoid debt?

a)

by helping them reduce interest payments

b)

by helping them get approved for loans

c)

by helping them apply for credit cards

d)

by helping them cover unforeseen expenses

10.

Who would likely be most prepared to pay for an unexpected, necessary medical procedure?

a)

a person who has multiple credit cards for which payments are made each month

b)

a person who owes a large amount to a financial institution for a previous loan

c)

a person who earns commission in addition to a set weekly salary

d)

a person who saves a large portion of his or her monthly income

11.

Which answer choice BEST describes saving?

a)

setting aside money for future use

b)

loaning money to another individual

c)

earning money in exchange for work

d)

planning how to spend one's income

12.

Which is a benefit of using a credit card?

a)

It accumulates wealth over time.

b)

It accumulates interest on purchases.

c)

It allows you to establish a credit history.

d)

It allows you to borrow money free of interest.

13.

Which TWO situations BEST describe reasons to use a credit card?

a)

Allison makes occasional small purchases with a credit card with a low limit to build up her credit score.

b)

Ellie used her credit card to buy a new purse that she really wanted, even though she doesn't get paid until next Friday.

c)

Ray charges his groceries on a credit card, and he uses the money from his grocery budget to pay the card off each month.

d)

Logan used his credit card to buy groceries for the reward points, even though he did not pay off the balance from his charges last month.

e)

Nicole wants a pair of shoes that cost 100,butsheonlybudgeted100, but she only budgeted 75 for shoes this month. She is going to use her credit card to purchase the new shoes.