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Council for Economic Education
Using an Excel Checkbook
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...
Texas Education Agency (TEA)
Piggy Bank vs. Bank – Choosing and Maintaining Your Account
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.
Curated OER
Managing a Checkbook
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...
Curated OER
Checkbook
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.
Curated OER
Checking Account
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.
Wells Fargo
Hands on Banking
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...
EngageNY
Investments—Performing Operations with Rational Numbers
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.
Wells Fargo
Hands on Banking
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...
Curated OER
Savings Account, Bill Paying, and Money Order Skills
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...
Council for Economic Education
You Can BANK On This! (Part 1)
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...
Curated OER
Managing Your Finances
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.
Curated OER
Business: Making a Budget
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...
Curated OER
Checkbook Math
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.
Council for Economic Education
You Can Bank On This! (Part 3)
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.
Curated OER
Spending Money
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...
Curated OER
Checkbook
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...
Visa
Saving and Investing
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,...
Curated OER
What Can I Afford?
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.
Curated OER
Banking Services
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...
Curated OER
Money and Banking
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...
Curated OER
Accounting -- Preparing Payroll Records
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.
Curated OER
Meet the Financial Institution Representative
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...
Curated OER
Banking Grammatically
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....
Curated OER
Using An ATM
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...