Basic Banking. 2) Money that a bank allows you to borrow and pay back with interest



Similar documents
Checking Accounts. Open, Manage, and Reconcile

Savings and Bank Accounts

Teacher's Guide. Lesson Six. Banking Services 04/09

Banking Basics 101. How to Manage Your Finances and Still Have Money Left Over For Pizza. Course objectives learn about:

lesson six banking services supplemental materials 04/09

Anytime Adviser Checking Account Coach

Module 2 Lesson 3 Narrative

Money and Banking. Introduction. Learning Objectives

Bank Products. 3.1 Introduction

Banking Procedures. Online Resources CHAPTER 5

Standard 4: The student will demonstrate the ability to balance a checkbook and reconcile financial accounts. Standard 4.

Option 1 Teacher Information Page 1 Teacher Information

Standard 4: The student will demonstrate the ability to balance a checkbook and reconcile financial accounts. Standard 4.

Participant Guide Building: Knowledge, Security, Confidence FDIC Financial Education Curriculum

Business Banking. Visit any of our convenient locations or visit us online at for more information.

Your new checking account

Vocabulary Financial Institutions Student Worksheet

Share Draft/Checking Account Basics

Personal Banking 101 Interested in learning about how to manage your money? Personal Banking 101 will help you understand the financial fundamentals.

How To Understand How To Get A Bank Account

Uneasy about getting started? Not to worry. SageLink Credit Union has trained employees to help you every step of the way.

transfer money by check or electronic payment to a person or organization that you designate as payee

Learn about. How to deposit money. How to make withdrawals and write checks. How to keep track of your money

lesson six using banking services teacher s guide

How to manage manage your your checking checking account. account.

Introductions. Student Introductions. Purpose. Objectives (Continued) Objectives

Presentation Slides. Lesson Six. Banking Services 04/09

BANK B-I-N-G-O. service charge. credit card. pen. line nickel interest cash bank. ATM dollar check signature. debit card.

How to Manage Your Checking Account

Welcome. 1. Agenda. 2. Ground Rules. 3. Introductions. Check It Out 2

Banking Basics. Banking 101

FINANCIAL/BANKING LITERACY ASSISTANCE FOR LATINO AMERICANS

MBTeam Banking. Personal Banking Checking Basics

Choosing and Using a Checking Account

SWITCH KIT. An easy step-by-step kit to help you move to your new local bank

Lesson 3: Cash the Check and Track the Dough

Save and Invest Put It in the Bank

CHECKING ACCOUNTS and ATM TRANSACTIONS

Switch Kit. Banking the way it ought to be

lesson six banking services overheads

Purpose of a Checking Account- Money is deposited into an account and checks or drafts can be written to withdraw money from the account.

A financial empowerment toolkit for community volunteers

Instructor Guide Building: Knowledge, Security, Confidence FDIC Financial Education Curriculum

GFCU_FusionBookofMoney.qxd 4/15/11 9:47 PM Page 1. Give Yourself Some Credit! A Greylock Federal Credit Union Financial Literacy Guide

OVERDRAFT PRIVILEGE PROGRAM

Cash Management. Cash management. Two key aspects of cash mgt. Checking Accounts Savings Accounts Debit cards and overdraft protection

Chapter 9. Checking Accounts and Other Banking Services

Adults Version. Instructor guide. 2003, 2012 Wells Fargo Bank, N.A. All rights reserved. Member FDIC. ECG

lesson six banking services overheads

CHECKING ACCOUNTS. published by AAA Fair Credit Foundation

Account a service provided by a bank allowing a customer s money to be handled and tracks money coming in and going out of the account.

Business Switch Kit. We ve made switching to a BBVA Compass business account easy to do, in fact, here is everything you need.

Learning about. Checking. Accounts WHAT YOU NEED TO KNOW Deluxe Corp. All Right Reserved.

Tips on Managing Your Checking Account

Your Checking Account

Unit 5: Banking Options

Types of Savings Plans and Investments

Using Banking Services

Online LEI Lesson 2. Lesson 2 Savings Accounts and U.S. Savings Bonds LEARNING, EARNING

Personal Financial Literacy: Checking

Banking Test - MoneyPower

Lesson Description. Texas Essential Knowledge and Skills (Target standards) National Standards (Supporting standards)

CHECKING BASICS

Write Checks the Right Way

What You Need to Know About Overdrafts and Overdraft Fees

Banking Guide for International Students usbank.com/northwestern

I m ready to make the switch.

Checking and Banking

Checking Account Workbook. By:

Table of Contents Money Smart Check It Out Determine Your Checking Account Needs Checking Account Fees...

Part I: Checks and Checking Concepts

HSBC Visa Debit Card. Making the most of your card. HSBC Customer Service Centre. Go to hsbc.com.au/debit

ABCs OF IBC. ibc.com A GUIDE TO MANAGE YOUR ACCOUNT TW 8/14

Banking 101 guide Banking can be confusing!

Welcome Back to Community Banking. Macon-Atlanta State Bank Transition Toolkit

1.4. Will my Social Security and Supplemental Security Income benefits be safe?

CHECKING ACCOUNTS AND ALTERNATIVE BANKING METHODS

Member FDIC. Checking Account Guide

Checking Account Unit FINANCIAL LITERACY

Lecture Notes on MONEY, BANKING, AND FINANCIAL MARKETS. Peter N. Ireland Department of Economics Boston College.

Overdraft Education Practice & Reference Materials

TABLE OF CONTENTS. Introduction 3. General Guidelines for Successful Account Management 3. Managing Your Checking Account. 1.

But what if switching was really worth all the trouble?

Signature Advantage. Our best financial management account for your most complex financial needs.

Kitsap Credit Union Membership

Financial Literacy. Banking and financial services

Accounts. Checking. Name Block Date

BUSINESS BANKING SWITCH KIT. Follow these simple steps to move your business checking relationship to 1st Source Bank.

SWITCH KIT. Member FDIC

Insight into Your Checking and Savings Accounts

Signature Advantage Checking. $25,000 or more None $24, or less $25.00

Transcription:

Basic Banking When choosing a bank, you should look for a bank that offers the type of accounts and services you are looking for. You might look for convenience of branch locations, great customer service, or compare banks for competitive interest rates. When you open a bank account; you can access your accounts and money through visiting the bank, online banking, a mobile APP, a debit or credit card, at an ATM, or by phone. Depositing is putting money into your bank account. Your accounts and money are protected by the FDIC (Federal Deposit Insurance Corporation). Each depositor is insured up to $250,000.00 at each bank. The insurance is backed by the United States government. Since it was established in 1933, no depositor has lost a penny of FDIC-insured funds. Online Banking Online banking allows you to view your balance, your most recent transactions, and your statement. You can transfer funds from one account to another and you also have the option to pay bills and people online directly from your accounts. Credit Credit in banking can mean two things. Debit 1) An amount of money added to an account 2) Money that a bank allows you to borrow and pay back with interest A debit is when money is taken from an account. You are debiting your account when you make a purchase with your debit card, use bill pay, write checks, or withdraw cash at the bank or the ATM.

Account Types Checking A checking account allows you to receive direct deposit from your employer and usually offers unlimited debits and credits. You can use a debit card on this type of account and write checks from it also. You can also use bill pay to pay your bills electronically. This is done by debiting your account and crediting the company you owe. Sometimes checking accounts pay interest but it is usually a smaller amount than on a savings account. Savings Accounts A savings account can also receive direct deposit like your checking account; but this account earns a higher interest rate than a checking account. The bank will pay you interest on how much you keep in your savings account. The more you keep in your savings, the more the bank gives back! Sometimes a savings account can have a debit card, but not always. You may also use online banking to check your savings account balance or to transfer money to and from your checking from the convenience of home. You are able to access your money in a savings account, but with some accounts; you have to wait until a certain date to withdraw it or you will pay a penalty. Certificate of Deposit A certificate of deposit (CD) is a savings account that you cannot access until the CD has reached its maturity date. If you need to withdraw it early, you will pay a penalty. The maturity date is determined by the term of the CD that you choose and the day you open the account. A CD opened on August 15 th, 2014 for a 12 month term will mature on August 15 th, 2015. CDs usually earn a higher interest rate than a regular savings account because you cannot access these funds. Visit https://www.mymechanics.com/personal-banking/ to explore the account types that Mechanics Bank offers.

Interest Interest on Savings There are two types of interest: simple and compound. Simple is calculated on the money you have deposited. Compound is interest calculated on your deposits plus any interest you ve already earned. The interest the bank paid you last month becomes part of your new balance and your money grows. Interest Scenario- You saved $5000 for your college fund and you deposit that into a savings account that pays an interest rate of 3%. At the end of one year, your savings account balance has grown to $5150.00. The bank paid you $150.00 for keeping your money there. If you leave that money in the account for another year, and the account offers compound interest, you will gain more interest on the interest you earned last year! Your new balance at the end of year two will be $5304.50! Interest on Money Borrowed Interest- the amount paid from a borrower to a lender for the privilege of borrowing the money. Interest Scenario- You have racked up a total of $2000 on your credit card. The interest rate on your card is 18.9%. At this time, you can only make the minimum payment required, which is $100 a month. This will take you 25 months to repay and the $2000 you borrowed really cost you $2421 over 25 months. If you paid more than the minimum payment required, it would take you less time to repay the loan and you would also pay less interest. Types of Payment Cash Cash is a great way to make purchases because it is accepted everywhere, but it may be harder for you to keep record of. You can look in your wallet and have no idea where that $20 bill went! You can keep your receipts and use a register to help you record cash purchases. Automated Teller Machines

Using an ATM, you can take cash out of your account at any hour of the day. Your bank most likely will not issue a fee to use their ATM, but you can be charged a fee for using an ATM that doesn t belong to your bank. Debit Card With a debit card, you have access to your money by using it to make purchases or to get cash at an ATM. At an ATM, you cannot withdraw more than you have in your account. When you use your card to make a purchase, the debit card withdraws money immediately from your account and pays the merchant. Depending on where you use your card, you could overdraw your account and your bank may charge you a fee. Checks A check clears through your bank account by withdrawing funds and crediting the payee. It can sometimes be instant with electronic processing or sometimes it may take a few days to withdraw the funds from your account. It depends on who received the check. How to Write a Check 1) Enter the date in the upper right hand corner. 2) Write the name of the person or company you are paying in the Pay to the order of line. Make sure you accurately spell the person s name or the business name. Example: ABC Apartments

3) Fill in the amount of the check in the blank box to the right of the Pay to the order of line. Example: $100.00 4) The legal line of the check is where you confirm the amount of the check. This is the line under the Pay to the order of line. Spell out the dollar amount. Add the word and after the dollar amount to fill in the cents. The cents are written as a fraction. The cent amount goes in the numerator and 100 will be in the denominator. If you have room left, draw a line to the end of the blank so no one can add to what you ve written. Example: One hundred dollars and 00/100. 5) The memo line in the bottom left corner is a reminder line. You can write what the check was for in this space. This will remind you what the check was for when you view the check image in your online banking after the check has cleared. Example: August 2014 Rent 6) The signature line is the bottom line on the right side. Sign your legal name here. Your bank keeps your signature on file and uses this as a way to verify your signature on checks.