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KS3 Business

Personal finance and budgeting

78 questions7 subtopics
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What's covered

Bank accounts12
Building a personal budget12
Income vs expenditure12
Interest - earning and paying it12
Needs vs wants10
Saving vs spending10
Short-term and long-term financial goals10

Key facts

1

An ATM is a cash machine that dispenses cash from a bank account.

2

Apps and spreadsheets make it easier to track a budget over time.

3

A deficit means spending more than you earn over a period.

4

Interest expressed as a percentage of a year is called the annual rate.

5

A games console for a bedroom is a "want"; a winter coat, basic groceries and home heating are "needs."

6

A bank or building society account is a safe place to keep money for short-term saving.

7

An automatic monthly transfer to a savings account helps a person stick to a long-term saving goal.

8

A bank statement is a document that records money flowing in and out of a bank account in a given period.

9

A budget is a written plan for income and expenditure over a period.

10

A weekly spending diary helps a teenager spot wasteful spending that can be cut.

Sample questions

A taste of the 78 questions in this topic — answers marked. Sign up to practise the full set with spaced repetition.

1Bank accounts

Which type of account is mainly designed to earn interest?

  • Cash machine receipt
  • Current account
  • Savings account
  • Standing order
2Building a personal budget

Which is the first step in making a personal budget?

  • Borrow as much as possible from a bank
  • List all sources of income for the period
  • Spend all the money on day one
  • Throw away the receipts from the month
3Income vs expenditure

Which is an example of expenditure for a teenager?

  • Being given a present
  • Buying a takeaway pizza
  • Earning money at a Saturday job
  • Receiving pocket money
4Interest - earning and paying it

Who pays interest on a personal loan?

  • Other customers at the same bank
  • The bank that lends the money
  • The person borrowing the money
  • The shop that sells the goods
5Needs vs wants

Which is an example of a basic need?

  • A designer trainer set
  • Drinking water
  • The newest mobile phone
  • Tickets to a concert
6Saving vs spending

Where is a safe place to keep money for short-term saving?

  • A bank or building society account
  • Buried in a friend's back garden
  • Hidden under a paving stone
  • Loose in a school locker

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