Lesson Plan
Council for Economic Education

Using an Excel Checkbook

For Teachers 9th - 12th Standards
High school is the time that many scholars get their first jobs. Help young entrepreneurs apply economic principles to crucial skills for their new jobs and for functioning in society in general. They use Excel to balance a checkbook by...
Lesson Plan
Texas Education Agency (TEA)

Piggy Bank vs. Bank – Choosing and Maintaining Your Account

For Teachers 7th - 8th
Cha-ching! Using the practical resource, scholars investigate the different types of bank accounts and banking services available. Pupils view a PowerPoint, practice writing checks, and complete a checking account research project.
Lesson Plan
Curated OER

Managing a Checkbook

For Teachers 8th - 11th
How do grown ups do it? Teach your upper graders the ins and outs of personal finance by having them use their algebra skills to balance a checkbook. They examine the financial side of math, set up a checking account, and balance their...
Lesson Plan
Curated OER

Checkbook

For Teachers 9th - 12th
Students examine how to balance a checkbook.  In this economics lesson, students demonstrate that they can balance a checkbook by completing an activity that includes a check register and bank statement.
Lesson Plan
Curated OER

Checking Account

For Teachers 5th - 8th
Students keep track of finances in a check register. In this checking account lesson plan, students practice writing checks and deposit slips as they add and subtract decimal amounts in order to balance a checkbook in a register.
Unit Plan
Wells Fargo

Hands on Banking

For Teachers 6th - 8th
Encourage middle schoolers to be proficient and knowledgeable in the economic world with a series of personal finance lessons. Focusing on banking, credit, budgets, and investing, the activities guide learners through financial...
Lesson Plan
EngageNY

Investments—Performing Operations with Rational Numbers

For Teachers 7th Standards
Partners fill out a register to record transactions on a college investment account. They use the amounts listed to calculate the running and current balance of the account, providing experience in adding and subtracting rational numbers.
Unit Plan
Wells Fargo

Hands on Banking

For Teachers 4th - 8th Standards
Cha-ching! You just hit the jackpot with this interactive consumer math unit. Supported by a series of online lessons and activities, these lessons engage students in applying their math skills to real-life personal...
Lesson Plan
Curated OER

Savings Account, Bill Paying, and Money Order Skills

For Teachers 10th - 12th
What do you do after you get a paycheck? Help your mildly disabled learners how to bank wisely with a guided-skills activity. They practice cashing checks, withdrawing money, paying bills, and procuring money orders. The entire learning...
Lesson Plan
Council for Economic Education

You Can BANK On This! (Part 1)

For Teachers 3rd - 5th
Students investigate the concepts of money management and banking through Internet activities. In this economics lesson plan, students discuss the characteristics of money and how people once bartered with goods instead of paying with...
Lesson Plan
Curated OER

Managing Your Finances

For Teachers 9th - 12th
Students practice the skills involved in managing their finances. The steps in balancing a checkbook and matching expences to a bank statement are practiced and written in detail. This lesson is intended for students acquiring English.
Lesson Plan
Curated OER

Business: Making a Budget

For Teachers 10th - 12th
Students plan a one-month budget, allowing for unexpected expenses. Using checkbook skills, they pay mock bills. Working in small groups, students watch a teacher-prepared Powerpoint presentation, visit financial Websites, and utilize...
Lesson Plan
Curated OER

Checkbook Math

For Teachers 12th
Twelfth graders simulate balancing checkbooks by applying required mathematical operations. They examine newspaper ads from banks and compare various services they offer. They discuss the uses of credit and debit cards.
Lesson Plan
Council for Economic Education

You Can Bank On This! (Part 3)

For Teachers 3rd - 5th
Young scholars use a chart to show how gaining interest is a beneficial part of having a savings account. In this banking lesson plan, learners also learn about the workings of an ATM and a checking account.
Lesson Plan
Curated OER

Spending Money

For Teachers 4th
Fourth graders become familiar with the ways people exchange goods and services. In this spending money lesson, 4th graders listen to a chapter from Henry and Beezus and record Henry's earnings and money spent. Students use correct...
Lesson Plan
Curated OER

Checkbook

For Teachers 3rd - 5th
Develop life skills through the use of an AppleWorks Banking kit, a spreadsheet program, and a role play activity. This life skills lesson utilizes technology plus busines and social studies principles. Note: All materials...
Lesson Plan
Visa

Saving and Investing

For Teachers 7th - 8th Standards
Impress upon your young adults the importance of saving and investing, and give them a foundational vocabulary from which they can continue to build their financial literacy. This lesson plan covers short- and long-term budget goals,...
Lesson Plan
Curated OER

What Can I Afford?

For Teachers 6th - 8th
Students explore the costs of various cell phone plans, and various types of banking accounts to determine which one would yield the highest returns if the money saved from the cell phones were placed in different accounts.
Lesson Plan
Curated OER

Banking Services

For Teachers 10th - 12th
Students analyze the banking services and complete related activities. In this banking lesson, students review the services available at a bank and interview people for about the banking services they use. Students shop for checking...
Lesson Plan
Curated OER

Money and Banking

For Teachers 9th - 11th
Students investigate percents and interest. In this algebra instructional activity, students invest money in a bank account and calculate the interest rate they receive over time. They convert percents to decimals and solve problems...
Lesson Plan
Curated OER

Accounting -- Preparing Payroll Records

For Teachers 9th - 12th
Pupils review preparation of payroll records and practice these skills while playing games on the computer. They follow a student outline and complete online activities and quiz.
Lesson Plan
Curated OER

Meet the Financial Institution Representative

For Teachers 6th - 8th
Pupils listen to a financial institution representative discuss how to open a savings account, and fill out an application for a new account. Students practice creating a savings deposit slip and determine the differences between the...
Lesson Plan
Curated OER

Banking Grammatically

For Teachers 12th
Twelfth graders identify the different roles involved in banking. They list and create defintions for the different types of banking services offered at a branch office. Students write sentences using verbs in present and past tenses....
Lesson Plan
Curated OER

Using An ATM

For Teachers 7th - Higher Ed
Students engage in a instructional activity on how to use an ATM, or Automated Teller Machine. They see how to bank with an ATM and practice banking using several different types of transactions. This instructional activity includes a...