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Balancing Your Checking Account

A Grade 7 math worksheet to help students understand and practice balancing a checking account, including deposits, withdrawals, and keeping a transaction register.

Grade 7 Math Financial LiteracyBalancing a Checking Account
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Includes

Fill in the BlanksShort AnswerTableMultiple ChoiceTrue / False

Standards

CCSS.MATH.CONTENT.7.EE.B.3

Topics

mathfinancial literacychecking accountgrade 7
7 sections · Free to use · Printable
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Balancing Your Checking Account

Name:

Date:

Score:

Read each question carefully and follow the instructions to balance your checking account. Show all your work where applicable.

1. A   is money added to your account.

2. A   is money taken out of your account.

3. The   is a record of all transactions in your checking account.

1. You start with a checking account balance of $250. You deposit $75 and then withdraw $30. What is your new balance?

2. Explain why it is important to keep track of your checking account transactions.

Complete the following transaction register:

Starting Balance: $500.00

Date | Transaction Description | Withdrawal (-) | Deposit (+) | Balance

----------------------------------------------------------------------------------

10/01 | Initial Balance | | | $500.00

10/03 | Paycheck Deposit | | $350.00 |  

10/05 | ATM Withdrawal | $40.00 | |  

10/07 | Grocery Store | $85.50 | |  

10/10 | Birthday Gift Deposit | | $50.00 |  

10/12 | Online Purchase | $22.75 | |  

1. If your checking account balance is $120.00 and you write a check for $45.00, what will your new balance be?

a

$75.00

b

$165.00

c

$90.00

d

$120.00

2. Which of the following would DECREASE your checking account balance?

a

Direct deposit of a paycheck

b

Transfer from a savings account

c

An ATM withdrawal

d

A refund for a returned item

1. An overdraft occurs when you spend more money than you have in your account.

T

True

F

False

2. It is not necessary to record small transactions like buying a snack.

T

True

F

False