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Fluent · Worksheet
Banking without the fees: the worksheet.
Print one for each person. Nobody has to share what they write.
Moraph for Good · Fluent
Banking without the fees
Worksheet · moraph.org/commons/sessions/fluent/banking-without-the-fees
Use this sheet for the made-up statement in the session, or at home with your own. Nobody will ask you to share your answers.
1 Fees I might be paying
List each fee, how often it happens, and what it adds up to over a year.
| Fee | How often | Amount each time | Over a year |
|---|---|---|---|
2 Questions to ask before opening an account
Tick the questions you want answered.
- Do you have a basic or low-cost account?
- What are the monthly fees, and how can I avoid them?
- What happens if a payment would overdraw my account? Can it be declined instead?
- Which cash machines can I use free?
- Can I get balance and transaction alerts?
- What ID do you accept?
- Is my money protected, and by which scheme?
3 One fee I want to stop
Write the fee you most want to stop paying and the first thing you will do about it.
General information, not advice about your own situation. Free to copy and adapt. moraph.org/commons