Goals
Budget
Savings
High Tech Money
Checking
100
A Goal That Will Take More Than A Year To Accomplish
What is a Long Term Goal
100
A Money Plan - A Detailed Financial Forcast Used To Plan, Control and Evaluate Your Spending And Saving In Order To Satisfy Immediate Needs and Reach Future Goals
What is A Budget
100
The Act Of Putting Aside Some Of Today's Income For Tomorrow's Needs And Goals
What is Saving?
100
The Name Given To Machines That Replace The In-Person Visit To The Bank; These Machines Can Dispense Money, Accept Deposits, And Report Account Balances
What is ATM Automated Teller Machine?
100
Good Record Keeping Is The Key To No Hassle Checking, Before You Write A Check Or Make A Deposit You Must Fill This Out Completely
What is The Check Register?
200
The Four Characteristics Of An Achievable Goal
What is Realistic, Specific & Measureable, with a Deadline, and Affordable
200
The First Step In Creating A Budget
What is Listing All Of Your Income - Salary, Interest, Gifts
200
Three Reasons People Save
What is For Emergencies, Irregular / Seasonal Expenses, and Goals
200
This Card Lets You Take Money Out Of Your Checking Account Without Writing A Check Or Using A Teller
What is A Debit Card?
200
Keep Your Balance Up To Date To Prevent Spending More Than You Have; If You Don't This Will Happen To Your Checks
What is "Bounce"?
300
To Translate A Vision Of Something You Want To Accomplish In The Future Into A Series Of Concrete Activites Which Can Be Scheduled Starting Today
What is Goal Mapping
300
Housing, Taxes, Insurance and Debt Repayment Are All Examples Of This
What Are Expenses?
300
There Are 8 Strategies For Saving; List 3
What is 1. Focus On Reaching A Goal 2. The Pizza Principle 3. Motivate Yourself (Thermometer Chart) 4. Pay Yourself First 5. Compare Before You Shop 6. Examine Your Spending Habits 7. Begin Today and Save Regularly 8. Deposit Your Savings Into An Account At A Bank
300
If This Card Is Stolen It Is Exactly Like Losing Cash; They Are Commonly Used On Public Transportation, Colleges, And Retail Stores
What is a Stored Value Card or Gift Card?
300
List Three Ways You Can Prevent Fraud With Your Checks
What is 1. Always write the date 2. Use Permanent Ink 3. Write the Dollar and Cents Amount All the way to the Left (Leave No Empty Spaces) 4. Write A Horizontal Line After The Words 5. Make Sure The Numbers and Words Match 6. Do Not Sign The Check Until You Are Sure The Information Is Correct
400
Explain the Pizza Principle For Goals
What is Break Down Big Goals Into Small "Bite Size" Steps
400
The Third Step In Creating A Budget; You Have To Make Sure This Happens
What is Balance Your Income And Expenses?
400
Saving Your Money In A Bank Better Than Saving It In A Mattress Because...
What is 1. Your Money Is Safe 2. Your Money Earns Interest 3. Your Money Is Insured
400
This Connects You To Your Bank Anywhere You Have Internet Access 24/7
What is Online Banking?
400
Use This To Tell The Bank To Add Money To Your Account
What is A Deposit Ticket?
500
The difference between a WISH and a GOAL
What is How It Is Stated - Goals are Realistic, Specific, With A Deadline, and Affordable
500
Give An Example Of How Your Budget Might Change
To Be Judged By Mrs. Y
500
There Are Different Types Of Savings Accounts; Name 2
What is Statement Savings, CD, Money Market Account?
500
In Order To Use An ATM, You Must Have An ATM Card And This
What is PIN - Personal Identification Number?
500
When You Add Your Signature And Any Special Instructions To The Bank Of A Check It Is Called This
What is Endorsing The Check?
M
e
n
u