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
The Nitty-Gritty of Checkbooks
Students explore how to maintain a checking account. They control, disburse money, and keep their checking account balance. Through a PowerPoint demonstration, video streaming and hands-on practice, students apply the information given...
Curated OER
Money Management Part III: Savings Accounts and Cash vs. Credit
Help your class understand the importance of saving and managing their money. Here is part three to a unit on credit, cash, and savings. Learners discuss savings accounts and the idea that a budget plan can help them avoid costly credit...
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
Take It To the Bank
Examine how the economics of a school store relate to real world economics. Elementary students explore various websites, complete a Venn diagram, create a schedule of wages for the students, read the book "A Chair For My Mother" and...
Curated OER
Savings Account Introduction Lesson
This teaching tool promotes a practical understanding of basic mathematical skills by having learners determine percents on interest. There are several worksheet options available as well as a guid on how best to use them.
Curated OER
Susita's Account
Your algebra students double their money monthly in this task based on a checking account balance. Learners write an equation to model the situation and then use their model to answer contextual questions.
Illustrative Mathematics
Bank Account Balance
Represent the ups and downs of a bank account. The two-part task points out that some types of graphs may better show discrete functions than others. Pupils analyze a graph on how well it represents the situation. They develop their own...
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...
Curated OER
Simulation and Accounting Practices
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High schoolers implement their knowledge about accounting practices into a simulation activity. In this secondary consumer/business math lesson, students participate in a simulation centered on the life of the people during the gold...
Curated OER
Account-Recording Adjusting/Closing Entries
Students explore adjusting and closing accounting entries. They complete an outline and post closing entries to their appropriate accounts. They prepare a Post Closing Trial Balance at the end of a fiscal period and complete online...
Curated OER
Account-Recording Adjusting/Close Entries for Service Business
Students discover how to journal adjustments and post them into general ledger accounts. They explore what a post closing trial balance is and why it is prepared at the end of a fiscal period. They complete an outline and play online...
Curated OER
Accounting -- Starting A Proprietorship
High schoolers are introduced to the proper way to begin a proprietorship. In groups, they examine the accounting equation and solve problems associated with it. To end the lesson, they are introduced to the various types of payments...
Curated OER
Accounting -- Journalizing Sales and Cash Payments
Learners brainstorm a list of what they believe a customer is. In groups, they practice journaling sales to a customer who pays with cash or with credit. To end the lesson plan, they discover the proper way to prove cash payments at the...
Curated OER
Accounting - Analyzing Transactions to Debit/Credit Parts
Students are introduced to how transactions are analyzed with debits and credits. In groups, they complete a T-chart in which the account increases with credits and decreases with debits. To end the lesson, they analyze the various...
Curated OER
Accounting: Changes That Affect Owner's Equity
Students study transactions that affect the owner's equity of a proprietorship. They explore revenue, expenses and withdrawals and how they fit into the accounting equation. They complete online activities and a quiz.
Curated OER
Accounting -- Journalizing Transactions
Students are introduced to a five column way to record transactions. In groups, they discuss the importance of source documents when recording the transactions and balancing the account at the end of the month. To end the lesson, they...
Curated OER
Accounting Equation -- Jeopardy
High schoolers are introduced to the various types of accounting equations. In groups, they participate in a Jeopardy like game in which they review the various types. To end the lesson, they make their own game to use in a small group...
Curated OER
Accounting -- Cash Control Systems
Students study cash control systems, such as checking accounts, endorsing checks, and writing checks. They verify and then reconcile a bank statement. They journal about a bank service charge or dishonored check and establish a petty...
Curated OER
Checking Account
Students keep track of finances in a check register. In this checking account lesson, students practice writing checks and deposit slips as they add and subtract decimal amounts in order to balance a checkbook in a register.
Curated OER
Decimals: checkbook and money
In this decimal worksheet, students complete problems having to do with a checkbook, money, the cost of items, and more, with numbers containing decimals. Students complete 3 problems.
Curated OER
Buying New Stuff
Young spenders take a look at the best ways to save and spend money. This type of financial education is lacking in schools, so implementing this lesson plan would be of great value to your students. Things like bank checking account...
Center for Literacy and Disability Studies
Personal Financial Literacy: Checking
After researching local banks and the checking account benefits offered by each, class members practice filling out a deposit slip, writing a check, and keeping a transaction register.
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