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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...
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Lesson Plan
Curated OER

The Nitty-Gritty of Checkbooks

For Teachers 9th - 12th
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...
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Lesson Plan
Curated OER

Money Management Part III: Savings Accounts and Cash vs. Credit

For Teachers 7th - 8th
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...
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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...
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Lesson Plan
Illustrative Mathematics

Paying the Rent

For Teachers 8th - 12th Standards
Learning how a bank account works is a useful tool. The exercise in the resource is to deduct rent from a checking account and create an equation from a description. Participants then graph the balance of the bank account versus months...
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Lesson Plan
National Museum of Nuclear Science & History

Nuclear Popcorn

For Teachers 7th - 12th
Make your instructional activity on radioactive decay pop with this lab exercise. Using popcorn kernels spread over a tabletop, participants pick up all of those that point toward the back of the room, that is, those that represent...
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Unit Plan
Federal Reserve Bank

It's Your Paycheck

For Teachers 6th - 12th Standards
Beyond reading and arithmetic, one of the most important skills for graduating seniors to have is fiscal literacy and responsibility. Start them on the right financial track with nine lessons that focus on a variety of important personal...
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Lesson Plan
Curated OER

Take It To the Bank

For Teachers 3rd - 4th
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...
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Lesson Plan
Curated OER

Savings Account Introduction Lesson

For Teachers 6th - 7th
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.
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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...
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Lesson Plan
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Curated OER

Susita's Account

For Teachers 9th - 12th Standards
Your algebra high schoolers 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.
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Assessment
Illustrative Mathematics

Bank Account Balance

For Students 9th - 12th Standards
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...
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Lesson Plan
Illustrative Mathematics

Bookstore Account

For Teachers 6th - 8th Standards
We use debt often to describe negative numbers and your learners will be able to see how it translates into math. They will be asked to go through a series of transactions and make simple equations for each one, following it with a...
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Lesson Plan
Illustrative Mathematics

DVD Profits, Variation 1

For Teachers 7th - 9th Standards
The idea in the resource is to understand the connections between proportional relationships, lines, and linear equations. To stay within the context of the standard, skip the part of the resource that solves with unit rates. Instead,...
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Lesson Plan
Curated OER

Finance and Accounts 1: Basic Principles

For Teachers 11th - Higher Ed
Students distinguish between the terms 'cost' and 'revenue' and examine the concept of 'profit'. They analyze the difference between a profit and loss account and a balance sheet.
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Lesson Plan
Curated OER

Simulation and Accounting Practices

For Teachers 9th - 12th
  Students 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 rush. ...
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Lesson Plan
Curated OER

Account-Recording Adjusting/Closing Entries

For Teachers 9th - 12th
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...
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Lesson Plan
Curated OER

Account-Recording Adjusting/Close Entries for Service Business

For Teachers 9th - 12th
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...
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Lesson Plan
Curated OER

Accounting -- Starting A Proprietorship

For Teachers 9th - 12th
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...
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Lesson Plan
Curated OER

Accounting -- Journalizing Sales and Cash Payments

For Teachers 9th - 12th
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...
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Lesson Plan
Curated OER

Accounting - Analyzing Transactions to Debit/Credit Parts

For Teachers 9th - 12th
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...
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Lesson Plan
Curated OER

Accounting: Changes That Affect Owner's Equity

For Teachers 9th - 12th
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.
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Lesson Plan
Curated OER

Accounting Equation -- Jeopardy

For Teachers 9th - 12th
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...
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Lesson Plan
Curated OER

Accounting -- Journalizing Transactions

For Teachers 9th - 12th
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...

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