1. Quiz on Balancing a Checkbook and writing a check

2. Fixed Expense vs. Variable Expense
an expense that stays the same each month
Variable Expense
an expense that might change each month
- Utilities (heat, air, water) - Car (maintenance, gas) - Groceries - Clothing - Entertainment - Gifts / Presents - Medical bills (check up, physical, prescription)
Mortgage (house payment/ rent)
Car payment & insurance
Cable, Cell Phone, Internet*

3. Established Expenses Based on your life situation card
Health and Life Insurance
Medical and Dental Insurance

4. 01/24/17 Total 01/24/17 Total Put total here New Balance New Balance
Paycheck
Total
New Balance
01/24/17
Health/Life/Medical/ Dental Insurance
Total
New Balance
Put total here

5. What do you know about a loan? What do you know about mortgage?

6. ****Check your minimum and maximum on your budget guidelines****
Finding a home
What is a loan?
sum of money that is borrowed and is expected to be paid back with interest
Mortgage
A loan to finance the purchase of your home
****Check your minimum and maximum on your budget guidelines****

7. 1028
Mortgage or Rent (Landlord)
Monthly Payment

8. NMI 01/24 Total 01/24 1028 Mortgage Total Actual Spent New Balance
Health/Life/Medical/ Dental Insurance
Total
New Balance
01/24
1028
Mortgage
Total
New Balance
Actual Spent