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Balancing Your Checking Account

A worksheet for 8th graders to practice balancing a checking account, including deposits, withdrawals, and reconciling bank statements.

Grade 8 Math Financial LiteracyBalancing a Checking Account
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Includes

Fill in the Blanks2 Short AnswerMultiple ChoiceTrue / False

Standards

CCSS.MATH.CONTENT.7.RP.A.3CCSS.MATH.CONTENT.7.NS.A.3
7 sections · Free to use · Printable
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Balancing Your Checking Account

Name:

Date:

Score:

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

1. A checking account allows you to safely store your money and make payments using   or a debit card.

2. When you deposit money into your account, your balance  .

3. A withdrawal   money from your account.

4. It is important to keep a   record of all your transactions to avoid overdrafts.

5. Sarah starts with a checking account balance of $250.00. She deposits $75.50 and then writes a check for $30.25. What is her new balance?

6. David has a balance of $500.00. He uses his debit card to buy groceries for $85.75 and pays his phone bill online for $55.00. What is his current balance?

7. Which of the following is considered a deposit?

a

Paying a bill with a check

b

Withdrawing cash from an ATM

c

Receiving your paycheck

d

Using your debit card for a purchase

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

T

True

F

False

9. Reconciling your bank statement means comparing it to your own records to ensure accuracy.

T

True

F

False

10. Your bank statement shows a balance of $350.00. You have a deposit of $100.00 that hasn't cleared yet and an outstanding check for $45.00. What is your reconciled balance?