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Income and Expenses Worksheet

A Grade 12 Math worksheet focusing on understanding and calculating income, expenses, and budgeting strategies.

Grade 12 Math Financial LiteracyIncome and Expenses
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Includes

Multiple ChoiceFill in the BlanksShort AnswerTrue / FalseWord Bank

Standards

CCSS.MATH.CONTENT.HSN.Q.A.1CCSS.MATH.CONTENT.HSA.CED.A.2
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Income and Expenses

Name:

Date:

Score:

Read each question carefully and answer to the best of your ability. Show all your work for calculations.

1. Which of the following is considered a variable expense?

a

Rent

b

Car insurance premium

c

Groceries

d

Mortgage payment

2. Gross income refers to:

a

Income after taxes and deductions

b

Total income before any deductions

c

Money spent on necessities

d

Savings and investments

3. The money an individual or business receives in exchange for providing a good or service or through investing capital is called  .

4. A budget is a financial plan that helps you track your   and  .

5.   are costs that do not change from month to month, like rent or loan payments.

6. Sarah earns a gross salary of $4,500 per month. Her deductions include $800 for taxes, $150 for health insurance, and $200 for her retirement plan. Calculate her net income.

7. John's monthly expenses are as follows: Rent $1,200, Utilities $150, Groceries $400, Transportation $100, Entertainment $250. If his net income is $2,500, how much does he have left after all expenses?

8. Net income is always greater than gross income.

T

True

F

False

9. Fixed expenses are easier to adjust in a budget than variable expenses.

T

True

F

False

Use the words below to complete the sentences.

Budget
Deficit
Surplus
Discretionary

10. When your income is greater than your expenses, you have a financial  .

11. A   is a tool used to manage your money effectively.

12. Expenses for wants, rather than needs, are often called   expenses.