Money Wi$e - Consumer Action

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Sample Bank Statement(For class distribution.)YourBank StatementYourBranch1234 YourStreet Rd.YourTown, State 00000-0000Customer Service: 800-YOUR-BANKThank you for banking with YourBankJulia Q. Customer Account number: 12345-6789105678 Main Street Statement period: 7/30-8/30YourTown, State 00000-0000Checking account summaryBeginning balance $100.10Deposits $800.00Withdrawals $782.56Service charges/fees $9.50Ending balance $108.04Checking activityDepositsPosted Amount Description1-Aug $650.00 Deposit13-Aug $150.00 ATM depositWithdrawalsTransaction type Paid AmountCheck #51 2-Aug $52.67Check #52 2-Aug $350.00ATM withdrawal 4-Aug $20.00Check #53 10-Aug $25.00Check #54 10-Aug $125.75ATM withdrawal 11-Aug $20.00Check #55 14-Aug $23.34ATM withdrawal 16-Aug $20.00Check #56 23-Aug $100.00Debit card purchase 23-Aug $5.80ATM withdrawal 27-Aug $40.00Monthly Charges/FeesAmount Description$6.00 Monthly service fee$2.00 Non-YourBank ATM fee$1.50 OtherBank feeMoney Wi$e Manage Your Money Wisely Seminar Package page 18 of 27
Sample Checkbook Register(For class distribution.)Number Date Transaction Payment or √ Deposit BalanceDebit$100.10Check #51 30-Jul Neighborhood Grocery $52.67 $47.43Deposit 31-Jul Paycheck deposit $650.00 $697.43Check #52 1-Aug Ms. K. Landlady $350.00 $347.43ATM 3-Aug Cash withdrawal $20.00 $327.43Check #53 4-Aug ABC Credit Card $25.00 $302.43Check #54 6-Aug Baby Blue Day Care $125.75 $176.68ATM 10-Aug Cash withdrawal $20.00 $156.68Deposit 13-Aug Child support deposit $150.00 $306.68Check #55 14-Aug Gas Co. $23.34 $283.34ATM 16-Aug Cash withdrawal $20.00 $263.34Fee 16-Aug My bank’s ATM fee $2.00 $261.34Fee 16-Aug Other bank’s ATM fee $1.50 $259.84Check #56 19-Aug Car Insurance Company $100.00 $159.84Debit card 22-Aug You Rent Movie Store $5.80 $154.04ATM 25-Aug Cash withdrawal $40.00 $114.04Check #57 28-Aug Neighborhood Grocery $69.52Debit card 29-Aug Clothes ‘R Us $15.00Fee 30-Aug Monthly service fee $6.00Deposit 30-Aug Overtime bonus deposit $50.00Money Wi$e Manage Your Money Wisely Seminar Package page 19 of 27
Page 1 and 2: Money Wi$eA Consumer Action-Capital
Page 3 and 4: • “What Are Your Financial Goal
Page 5 and 6: Training Design/Lesson PlanSession
Page 7 and 8: • Savings (transfers to savings a
Page 9 and 10: Also review some ways to increase y
Page 11 and 12: Ideas to save money on insurance (s
Page 13 and 14: • Shop around for cheaper car par
Page 15 and 16: Checkbook Balancing Key(For use by
Page 17: 7. Enter outstanding itemstotal fro
Page 21 and 22: Money Wi$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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