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Balancing Your Checkbook

A worksheet for 10th graders on balancing a checkbook, covering deposits, withdrawals, and reconciliation.

Grade 10 Math Financial LiteracyBalancing a Checkbook
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Includes

Fill in the BlanksShort AnswerMultiple ChoiceTrue / FalseLong Answer

Standards

CCSS.MATH.CONTENT.HSA.CED.A.1CCSS.MATH.CONTENT.HSN.Q.A.1
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Balancing Your Checkbook

Name:

Date:

Score:

Read each question carefully and provide your answer in the space provided. Show all your work for calculations.

1. A   is a record of all transactions in a checking account.

2. When you add money to your account, it is called a  .

3. When you take money out of your account, it is called a  .

4. The process of comparing your checkbook register with your bank statement is called  .

1. On January 5th, you have a starting balance of $500. You deposit your paycheck of $1,200. On January 7th, you write a check for rent for $650. What is your new balance?

2. Explain why it is important to balance your checkbook regularly.

1. Which of the following would NOT be considered a withdrawal?

a

ATM cash withdrawal

b

Direct deposit

c

Debit card purchase

d

Writing a check

2. What is the primary purpose of a checkbook register?

a

To track credit card spending

b

To record all checking account transactions

c

To apply for a loan

d

To pay bills online

1. It is normal for your checkbook balance to always exactly match your bank statement balance.

T

True

F

False

2. Outstanding checks are checks you have written but that have not yet cleared the bank.

T

True

F

False

Your bank statement shows a balance of $850. Your checkbook register shows a balance of $775. After reviewing your transactions, you find the following:

- An outstanding check for $100.

- A deposit of $250 that has not yet been posted by the bank.

- A bank service charge of $15 that you forgot to record.

Reconcile your checkbook. What is the correct reconciled balance?