Occupational Therapy

Money Management Assessment

1. History of managing finances:

e.g. systems for budgeting, past difficulties, people who assist
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2. Identification of money:
a) Present client with purse/wallet containing money and ask them the
following:
- can you give me €5 and €10 from the wallet: €5 □ €10 □

- can you give me €1 from the wallet: €1 □

- can you give me 5p, 10p, 50p from the wallet: 5p□ 10p□ 50p□

Comments/prompts/assistance required:
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b) Present client with purse/wallet containing money and ask them the
following:
- Can you count out: €1.10 □ €0.95 □ €3.75 □ €16.20 □

Comments/prompts/assistance required:
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3. Understanding the value of money:

How much money would you expect to pay for:

- a loaf of bread _______
- a litre of milk _______
- a newspaper _______

Comments/prompts/assistance required:
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4. Functional Calculations:

a) You purchase two items at a cost of €0.45 each. How much change would you
have from €2.00? __________________________________________________

b) You purchase one item at a cost of €59.00. How much change would you
have from €70.00? _________________________________________________

Comments/prompts/assistance required:
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5. Problem Solving:

Present the client with the electricity/phone/water bills and ask them the
following:

a) What is the total cost of the 3 bills? _________________________________

b) If you have €500 in the bank, how much would you have left after paying the
bills?__________________________________________________________

c) Which bill would you pay first and why? ____________________________

Comments/prompts/assistance required:
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6. Paying bills:

a) OT to choose a bill from the following, electricity/phone/gas/water. Show the

client the bill and ask the following questions:
- Who is the bill from? ______________________________________________
- How much is the bill for? ___________________________________________
- When is the payment due? _________________________________________
- Where do you pay the bill? _________________________________________
- How will you pay the bill? __________________________________________

b) Give client cheques to fill in if appropriate.

Comments/prompts/assistance required:
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7. Banking:

a) You need to withdraw €150.00 from the bank. Tell me what you would do to
withdraw the money from the bank.
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b) Present client with appropriate deposit and withdrawal slips and ask him/her to
complete the clip to withdraw the money.

Comments/prompts/assistance required:
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Additional factors:

Note the following:

1. Time taken to complete assessment ______

2. Other problem areas demonstrated via observation during the

assessment:

- distracted (self/environment/people) □
- required redirection back to task □
- non co-operative □
- lacked insight □
- vision affected performance □
- hearing affected performance □
- language problems – expressive □ – receptive □
- difficulty writing □

Summary and recommendations:

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