Federal Reserve Bank
Creating a Budget
Learning to create and maintain a budget is an important life skill. Guide individuals in the discovery of their spending habits and how to track them. They then use what they learned to create a budget and make decisions on where they...
Curated OER
Create a Budget
Students develop a budget spreadsheet to manage finances for their business. In this finance lesson, students use a spreadsheet program to create a budget with credit and debit columns. There are step-by-step directions for creating a...
Curated OER
4 Month Budget Spreadsheet
Eighth graders create and maintain a spreadsheet budget based on a predetermined salary. They have an opportunity to make "investments and purchases." Budget records be kept for an imaginary 4 month period.
Curated OER
What's Our Department Budget?
Analyze the influence of culture, media, technology, and other factors on health and examine a hospital budget. Learners will create a budget for a hospital taking in account factors such as staff and departmental needs and necessary...
Curated OER
Budget Making
Students develop a budget for spending and saving. In this economics lesson, students create a budget based on personal, family and government income. They discuss jobs at home and allowances. They discuss how they manage their money...
Curated OER
Money Math: Lessons for Life
Students develop a budget for a college student using all of the influences that the student would have. In this budgeting lesson plan, students use real life examples to create a budget spreadsheet. Students read and study sample...
Curated OER
Making a Spreadsheet
Students explore spreadsheet software. In this personal finance and computer technology lesson, students develop a vacation spreadsheet on the computer. Students represent hotel, food, transportation, and entertainment costs on a graph...
University of Missouri
Money Math
Young mathematicians put their skills to the test in the real world during this four-lesson consumer math unit. Whether they are learning how compound interest can make them millionaires, calculating the cost of remodeling their bedroom,...
Open Oregon Educational Resources
Beginning Excel
How can Microsoft Excel help manage data in people's personal and professional lives? Using the Beginning Excel eBook, scholars learn the basics of creating, editing, and using spreadsheets. They explore spreadsheet design, formulas,...
Conneticut Department of Education
Personal Finance Project Resource Book
Balancing a budget, paying taxes, and buying a home may feel out of reach for your high schoolers, but in their adult years they will thank you for the early tips. A set of five lessons integrates applicable money math activities with...
Curated OER
Spreadsheet Budget Project
Eighth graders record all the food they eat for one week, compute the costs for all of this food, and display the different categories on a spreadsheet and then convert to a chart.
Curated OER
A Budget Can Help Young People Cut Their Spending
Students explore the concept of budgeting. In this budgeting lesson, students read an article about how a budget helps young adults keep track of their spending. Students discuss financial issues that young adults have to deal with as...
Curated OER
Break Even Analysis and Budgeting
Students analyze the use of break even charts in business planning. They examine the purpose and nature of budgets. They explore price elasticity and how to use Excel spreadsheets to manipulate financial information.
Curated OER
Party Math
Young scholars create a spreadsheet that they will use to plan a small party or outing. They calculate expenses and stay within a budget amount for their party.
Curated OER
Here Comes The… Bill
Students share opinions about importance of milestone events they might host or attend. They then prepare estimated budgets for parties based on established budget totals, and compare their estimates against the real costs.
Curated OER
Personal Budgeting Project
Students create an Excel spreadsheet of a personal budget by estimating their possible income and monthly expenses from a worksheet. They group together to create a family unit and use the personal budget sheets to plan a family budget.
Curated OER
Menu Math
Learners follow the food pyramid to create a daily food budget. They research food prices online or in newspapers. They graph the amount of each food group included in their menus. They can also create a weekly food menu based on a fixed...
Curated OER
Class of 2000 - Student Loans
Students determine how they will finance their postsecondary education. In this student loan lesson, students create spreadsheets that help them budget their first year of college. Students identify methods to fund the budgets and...
Curated OER
Get a Life Project
Eighth graders participate in interdisciplinary career unit in which they explore alternate lives. Students assume roles, manage budgets, make decisions, and solve problems, Students then research challenges, develop solutions, and...
Curated OER
Get A Life
High schoolers explore choosing a career and living on a budget. They receive an alternative identity and must make choices and decisions based upon given situations. Students research possible solutions, and use spreadsheet technology...
Curated OER
Spreadsheet Project: Planning a Party
Young scholars create a spreadsheet and stay within a budget as they plan a class party for the next holiday.
Curated OER
Money Math
Young scholars explore the use of money in daily life. Through activities and real-life simulations, students write and balance a checkbook, explore the importance of budgeting, saving, and expenses. Using spreadsheet technology, they...
Curated OER
Back-To-School Shopping
Fifth graders estimate the prices of items to be bought for back to school. They use catalogs and/or advertisements to research the cost of each of the items. They use problem solving strategies and a spreadsheet template to determine...
Curated OER
Introduction to the National Debt
Students relate the national debt to the economy. In this algebra lesson, students discuss what the national debt is, create a national budget based on priority and what the government should spend money on. They analyze their findings...