Money Wi$e - Consumer Action

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Checkbook Balancing Activity(For class distribution.)1. Balance the Sample Checkbook Register: The attached Sample CheckbookRegister has not been balanced since Aug. 25. Bring the current balance up todate.2. Review the Sample Bank Statement: Using the attached Sample BankStatement, check each deposit, withdrawal or bank fee against the samplecheckbook register. In the check register, record any previously unrecordedbank fees listed in the statement. As you review the statement, cross check eachtransaction by putting a check mark next to the item in your checkbook register.3. Reconcile the Account: Using the chart below, add any checks, withdrawals orbank fees that are listed in the Sample Checkbook Register but not recorded inyour statement.Outstanding ItemsNumber Amount$$$$$$$Total: $4. Write the EndingBalance from the AccountSummary section of theSample Bank Statement:5. Add the depositsshown in the SampleCheckbook Register butnot listed in yourstatement.$Total: $6. Add Nos. 4 and 5.$Worksheet continues on next page.Money Wi$e Manage Your Money Wisely Seminar Package page 16 of 27
7. Enter outstanding itemstotal from No. 3.8. Subtract No. 7 fromNo. 6. This numbershould agree with thecurrent balance in theSample CheckbookRegister.$$If the totals don’t match, review your work.• Did you double-check to make sure you didn’t record the same ATMwithdrawal or bank fee two times?• Did you accurately total the Outstanding Items?Money Wi$e Manage Your Money Wisely Seminar Package page 17 of 27
Page 1 and 2: Money Wi$eA Consumer Action-Capital
Page 3 and 4: • “What Are Your Financial Goal
Page 5 and 6: Training Design/Lesson PlanSession
Page 7 and 8: • Savings (transfers to savings a
Page 9 and 10: Also review some ways to increase y
Page 11 and 12: Ideas to save money on insurance (s
Page 13 and 14: • Shop around for cheaper car par
Page 15: Checkbook Balancing Key(For use by
Page 19 and 20: Sample Checkbook Register(For class
Page 21 and 22: Money Wi$eFinancial Goals Chart(For
Page 23 and 24: (For class distribution.)JoeyJoey g
Page 25 and 26: (For class distribution.)CherylCher
Page 27: Money Wi$eA Consumer Action-Capital

Money Wi$e - Consumer Action

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