A joint initiative between the Western Cape Education Department and Stellenbosch University.

Grade 11
Mathematical Literacy
Financial Documents
 Financial documents

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CC BY-NC
 Tours Statements

Budgets Bank Fee structures

Monthly documents
Study loans

Different
Personal
types of
finance
documents
Electric bill

Water bill
Household
Receipt bills Telephone / cell phone
Shopping bill
Account statements documents
Bank Statements
What information Account number

appear on a Bank Home address

Statement?
Statement period

Bank’s customer
service number
How to report errors
or fraudulent activity
 Bank statement Continues…
Beginning balance for the time
period

Direct Canceled Electronic

Deposits deposits payments transfers

Fees
Purchases Electronic ATM Auto charged by
Withdrawals and
payments
transfers withdrawals payments the bank

Interest or
dividends
earned

Closing
Openingbalance
balancefor
for
thenext
timemonth
period
Bank Statement example
 Invoice
What information
appear on an
invoice?
Company name and address

Client name and address

Invoice number

Date of invoice

Price of items / services

Balance

Conditions
Bank fees

Bank fees are charges to a

customer with a bank account
for various services provided
by a bank or as penalties for
specific activities of the
customer
 Lets look at some
examples of:
Financial Documents