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Test your basic knowledge |
Banking Services
Start Test
Study First
Subject
:
personal-finance
Instructions:
Answer 48 questions in 15 minutes.
If you are not ready to take this test, you can
study here
.
Match each statement with the correct term.
Don't refresh. All questions and answers are randomly picked and ordered every time you load a test.
This is a study tool. The 3 wrong answers for each question are randomly chosen from answers to other questions. So, you might find at times the answers obvious, but you will see it re-enforces your understanding as you take the test each time.
1. A record that allows you to keep track of checks you have written - ATM/debit card transactions - as well as deposits and withdrawals.
individual
cashier's check
check register
reconcile
2. Making the check payable to a third party and preventing anyone else from cashing it.
special endorsement
outstanding check
Money manager
check
3. Paper money in circulation.
currency
outstanding deposit
secured loan
individual
4. To sign the back of a check made out to you so it can be cashed or deposited.
cancelled check
ink
endorse
ATM
5. A sum of money deducted from your account.
PIN
outstanding check
restrictive endorsement
debit
6. Someone who keeps up with their checkbook and correct balance.
joint
signature card
Money manager
PIN
7. The person to whom the check is made payable.
payee
Transaction
drawer
cancelled check
8. A handy portfolio that holds your check register - checks - deposit slips - receipts - and other ATM/debit card transactions.
balance
check stub
worksheet
checkbook
9. A type of endorsement that states that the check is only to be deposited.
restrictive endorsement
balance
check stub
reconcile
10. Checks the bank has paid. They will appear on your bank statement.
check
ink
cancelled check
direct deposit
11. A form you fill out to credit money to your account when you make a deposit.
check register
overdraw
deposit slip
forged check
12. A check issued by a bank and sold to you for personal payments to people who won't accept a personal check. It certifies that you have the money available.
13. Earning interest on the previous amount of interest earned.
compound interest
signature
reconcile
PIN
14. Personal Identification Number needed to use an ATM card.
interest
PIN
statement
currency
15. What you should always write with on every check.
balance
ink
interest
deposit slip
16. A loan for a home.
unsecured loan
interest
payee
mortgage
17. The amount of money you have in your account.
identification
balance
credit
forged check
18. The signature of the person to whom the check is written is made on the back of the check.
signature card
blank endorsement
reconcile
check
19. What you need before you can have a check OK'd by most retail stores.
payee
identification
ink
overdraw
20. An activity you conduct on your account such as a deposit - withdrawal - transfer - etc.
money order
Transaction
restrictive endorsement
Money manager
21. A plastic card that enables you to do ATM transactions and to make purchases instead of using cash or writing a check.
statement
post-date
checkbook
debit card
22. A form of check payment on which the financial institution prints the exact amount covered. Often used by people who do not have a checking account.
principal
money order
special endorsement
check
23. A check with 'VOID' written across it that make it non-negotiable.
drawer
special endorsement
direct deposit
void check
24. Something you must 'handwrite' on every check.
post-date
signature
outstanding deposit
endorse
25. A deposit that has been made but not yet added to the person's bank account.
Money manager
worksheet
check
outstanding deposit
26. The section of your bank statement that you use to balance your checkbook.
ATM
outstanding deposit
reasons to have a checking account
worksheet
27. A sum of money deposited into an account. Also the ability to charge merchandise or borrow money.
money order
blank endorsement
debit card
credit
28. Automatic Teller Machine
debit card
check stub
money order
ATM
29. Money you put into your account.
PIN
deposit
identification
clearinghouse
30. A type of loan on a house - car - furniture - etc.
ATM
endorse
secured loan
money order
31. A written order to the bank that tells it to take a stated amount of money from your account and pay to another.
blank endorsement
check
deposit
ink
32. An account where more than one person has the right to use it.
joint
money order
mortgage
deposit slip
33. An account where only one person has the right to use it.
endorse
check stub
worksheet
individual
34. The amount of money you borrow in a loan.
money order
principal
checkbook
signature card
35. The part of a check that you keep as record of the transaction if you do not use a check register.
debit
endorse
compound interest
check stub
36. Your employer automatically deposits your paycheck into your account.
signature card
special endorsement
direct deposit
check
37. Credit card or student loan
signature card
special endorsement
unsecured loan
principal
38. A check that has been written but not yet deducted from the person's bank account.
cashier's check
clearinghouse
signature card
outstanding check
39. To write a future date on a check.
post-date
credit
Money manager
overdraw
40. A fee paid to you for keeping your money in the account or a fee charged to you for a loan or credit card.
secured loan
statement
interest
debit
41. A place where account information on deposits and withdrawals is exchanged - often electronically.
checkbook
secured loan
reconcile
clearinghouse
42. Safety - Proof of payment - convenience - establishes credit - & budgeting
reasons to have a checking account
checkbook
principal
drawer
43. A card used when opening a new account that includes name - address - birthdate - etc.
statement
signature card
debit
balance
44. The monthly record of your account transactions sent to you by your bank.
interest
Money manager
endorse
statement
45. A check on which the drawer's signature has been forged.
drawer
statement
forged check
payee
46. To 'balance' your checking account with your monthly statement from the bank.
reconcile
signature
payee
secured loan
47. To write a check or make a withdrawal when there isn't enough money in the account to pay for it.
principal
overdraw
interest
individual
48. The person Who issues the check.
credit
drawer
clearinghouse
debit