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Number 1. Money deposited with a financial institution for investment and/or safekeeping purposes.
Correct Answer: account
Number 2. Items of monetary value (e.g., house, land, car), owned by an individual or a company.
Correct Answer: assets
Number 3. Acronym for automated teller machine.
Correct Answer: atm
Number 4. An outstanding amount of money. In banking, it refers to the amount of money in a particular account. In credit, it refers to amount owed.
Correct Answer: balance
Number 5. An establishment for lending, issuing, borrowing, exchanging, and safeguarding money.
Correct Answer: bank
Number 6. An IOU issued by a corporation, the U.S. government, or a city and held by the lender as receipt that the business or institution has borrowed a specific amount of money. All (blank) pay interest yearly and are payable in full at a specified date.
Correct Answer: bond
Number 7. A check that a bank has refused to cash or pay because there are no funds to cover it in the account.
Correct Answer: bounced check
Number 8. A "used" check that has been paid and subtracted from the check-writer's account. Canceled checks have extra data on them from the bank.
Correct Answer: canceled check
Number 9. A stock of accumulated wealth used or available for producing more wealth.
Correct Answer: capital
Number 10. Money in the form of paper and coins (e.g., U.S. dollars and cents). In banking, the act of paying a check.
Correct Answer: cash
Number 11. A check issued by a bank, drawn on its own funds rather than on one of its depositors.
Correct Answer: cashier's check
Number 12. A savings account in which an individual promises to deposit the money for a set period of time, for which the bank typically pays higher interest than a regular savings account.
Correct Answer: certificate of deposit
Number 13. A plastic card that gives access to a line of credit. The line of credit is theoretically limitless, but users are expected to repay their balance in full every month.
Correct Answer: charge card
Number 14. Any written document instructing a bank to pay money from the writer's account.
Correct Answer: check
Number 15. An account for which the holder can write checks. Checking accounts pay less interest than savings accounts, or none at all.
Correct Answer: checking account
Number 16. A check "(blank)" when its amount is debited (subtracted) from the payer's account and credited (added) to the payee's account.
Correct Answer: clear
Number 17. Anything that a bank accepts as security against the debtor's not repaying a loan. If the debtor fails to repay the loan, the bank is allowed to keep the (blank). It is most commonly in the form of real estate (e.g., a home).
Correct Answer: collateral
Number 18. Nongovernmental financial institutions. Sometimes called full-service banks because they provide a wide range of services, such as checking and savings accounts, credit and loan arrangements, and safety deposit box rentals. They also sell and redeem U.S. savings bonds.
Correct Answer: commercial bank
Number 19. Interest calculated not only on the original principal, but also on the interest already accrued.
Correct Answer: compound interest
Number 20. In business, buying or borrowing on the promise to repay at a later date. In any credit arrangement there is a creditor (a person, bank, store, or company to whom money is owned) and a debtor (the person who owes money). In bookkeeping, a sum of money due to an individual or institution.
Correct Answer: credit
Number 21. An agency that checks credit information and keeps a complete file on people who apply for and use credit.
Correct Answer: credit bureau
Number 22. A plastic card that gives access to a line of credit. Users are limited in how much they can charge, but they are not required to repay the full amount each month. Instead the balance (or "revolve") accrues interest like a loan. No interest is owed if the balance is paid in full each month.
Correct Answer: credit card
Number 23. A credit score is a rating of your use of credit based on: your payment history; amount owed; the length of your credit history; new credit; and the types of credit you use. Scores can range from 300 to 850, and the higher the score, the better your rating. Scores affect the terms and interest rates on the loans you receive.
Correct Answer: credit score
Number 24. A member-owned financial institution, either state or federally chartered.
Correct Answer: credit union
Number 25. Money-anything used as a common medium of exchange. In practice, currency means cash, particularly paper money. Bankers often use the phrase "coin and currency" to refer to cents and dollars.
Correct Answer: currency
Number 26. A bookkeeping term for a sum of money owed by an individual or institution; a charge deducted from an account.
Correct Answer: debit
Number 27. (also known as check card) A banking card enhanced with ATM (automated teller machine) and point-of-sale (POS) features that can be used to purchase goods and services electronically. Transactions are deducted from the cardholder's checking account either immediately or within one to three days. Depending upon the type of card, a debit card may require a signature or entering a PIN.
Correct Answer: debit card
Number 28. A checking account.
Correct Answer: demand deposit
Number 29. An itemized slip showing the exact amount of paper money, coin, and checks being deposited to a particular account.
Correct Answer: deposit slip
Number 30. An individual or company that puts money in a bank account.
Correct Answer: depositor
Number 31. To write the payee's own signature on the back of a check before cashing, depositing, or giving it to someone else. The first must be made by the payee to authorize the transaction. Later they may be made by whoever receives the check.
Correct Answer: endorse
Number 32. A governmental agency established by Congress to organize and regulate banking throughout the United States. The twelve (blank) banks keep paper and currency reserves for affiliated banks.
Correct Answer: federal reserve system
Number 33. The fee paid for the use of money. Interest may be paid, for example, by an individual to a bank for a credit card loan, or by a bank to an individual for holding a savings account; interest is expressed in terms of annual percentage rate (APR).
Correct Answer: interest
Number 34. A savings or checking account established in the names of more than one person (e.g., parent/child, wife/husband).
Correct Answer: joint account
Number 35. Money owed to individuals, businesses, or institutions.
Correct Answer: liabilities
Number 36. An authorized amount of credit given to an individual, business, or institution.
Correct Answer: line of credit
Number 37. An economic system permitting an open exchange of goods and services between producers and consumers, such as is found in the United States.
Correct Answer: market economy
Number 38. Anything generally recognized as a medium of exchange.
Correct Answer: money
Number 39. A legal agreement that creates an interest in real estate between a borrower and a lender. Commonly used to purchase homes, mortgages specify the terms by which the purchaser borrows from the lender (usually a bank), using his or her title to the house as security for the unpaid balance of the loan.
Correct Answer: mortgage
Number 40. A check written for more money than is currently in the account. If the bank refuses to cash the check, it is said to have "bounced."
Correct Answer: overdraft
Number 41. A booklet given by the bank to the depositor to record deposits, withdrawals, and interest earned on a savings account.
Correct Answer: passbook
Number 42. An individual or company to whom a
check is written; one who receives money
as payment.
Correct Answer: payee
Number 43. An individual or company who writes a check; one who gives money as payment.
Correct Answer: payer
Number 44. The original amount of money borrowed, deposited, or invested before interest accrues.
Correct Answer: principal
Number 45. To revise a loan agreement to make the terms of payment more suitable to a borrower's present income and ability to repay.
Correct Answer: refinance
Number 46. A bank account that accrues interest in exchange for use of the money on deposit.
Correct Answer: savings account
Number 47. State-chartered or federally chartered financial intermediary that accepts deposits from the public and invests those funds primarily in residential mortgage loans.
Correct Answer: savings and loan association
Number 48. A monthly fee a bank charges for handling a checking account.
Correct Answer: service charge
Number 49. A request made to a bank to not pay a specific check. If requested soon enough, the check will not be debited from the payer's account. Normally there is a charge for this service.
Correct Answer: stop payment
Number 50. The period of time and the interest rate arranged between creditor and debtor to repay a loan.
Correct Answer: terms
Number 51. An amount of money taken out of an account.
Correct Answer: withdrawal