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Unit Plan
Wells Fargo

Hands on Banking

For Teachers 6th - 8th Standards
What happens to your money between the time you make a bank deposit and the time you decide to spend it? Take middle schoolers and teens through the process of opening checking and savings accounts, creating a personal budget,...
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Worksheet
Curated OER

Month 3 Budget

For Students 11th - Higher Ed
In this consumer mathematics worksheet, students complete a monthly budget form by filling each of the categories. They fill in their total expenses for each category and calculate their budget for month three.
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Worksheet
Curated OER

Real Life Challenge ~ Budget

For Students 9th - 12th
In this consumer mathematics activity, students complete one month of budgeting by completing each of the statements with the appropriate information. Then they calculate their total expenses for the month minus their savings account...
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Worksheet
Curated OER

Month 6 Budget

For Students 9th - 12th
In this consumer mathematics activity, students complete each statement with their appropriate information. Then they calculate their total expenses for month six and subtract a portion for savings.
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Organizer
Curated OER

Buying and Owning a Home: Monthly Budget Worksheet

For Students 7th - 12th
In this personal finance worksheet, students complete the graphic organizer as they chart the 40 listed monthly expenses for 2 months.
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Lesson Plan
Curated OER

Business: Making a Budget

For Teachers 10th - 12th
Pupils 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...
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Lesson Plan
Curated OER

Budgeting Makes a Difference!

For Teachers 9th - 12th
Students develop a budget for either a single parent, or a household with two adults and a child. They develop a list of expenses, and create a PowerPoint presentation.
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Lesson Plan
Curated OER

The Art of Budgeting

For Teachers 10th - Higher Ed
Students create a plan to achieve personal and financial goals. In this budgeting goals activity, students identify their sources of income and discuss being financially independent. Students record their monthly expenditures and present...
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Lesson Plan
Curated OER

Planning A Household Budget

For Teachers 5th - 7th
Students experience real life by utilizing math skills to plan a household budget and enhance their financial planning skills.
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Lesson Plan
Curated OER

A Budget Can Help Young People Cut Their Spending

For Teachers 9th - 12th
High schoolers 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. High schoolers discuss financial issues that young adults have to...
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Lesson Plan
Curated OER

Budgeting-It Is For Everyone

For Teachers 7th - 12th
Students complete a simulation designed to show them the importance of budgeting and avoiding living paycheck to paycheck.
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Lesson Plan
Curated OER

You Are The Farmer

For Teachers 4th - 6th
Students investigate the farming business and occupations in agriculture. Basic multi-step math operations are performed in calculating some of the expenses involved in farming.
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Worksheet
Curated OER

Monthly Income and Expense Worksheet

For Students 11th - Higher Ed
In this budget learning exercise, learners record monthly income and expenses on a chart. They include income and expenses such as utilities, charitable giving, food, transportation, and insurance. They determine the monthly surplus or...
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Lesson Plan
Curated OER

Budget It!

For Teachers 5th - 7th
In this managing money worksheet, young scholars record all their families expenses and draw a pie chart showing how much money goes where. Students express the importance of planning how to spend money on the lines provided.
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Lesson Plan
Curated OER

Reality Store: How to Plan a Budget, Pay Bills, and Manage Your Money

For Teachers 1st - 5th
Pupils plan a budget and pay bills when they visit the "Reality Store," a series of classroom studying stations. The use of paying bills and running a class store is used to help students grasp the concept of business.
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Lesson Plan
Curated OER

Life Skills for Vocational Success: Transportation, Owning a Car; Topic 4: Other Expenses

For Teachers 10th - 12th
What are the "hidden" costs of owning a car such as the license tags, gas, and maintenance? High schoolers will learn the reasons car owners have to pay the car tax to keep cars registered. They will also discover the expense of...
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Lesson Plan
Curated OER

Traveling in Style

For Teachers 1st - 12th
Students choose a travel destination in another culture, create a list of items needed, obtain prices, and research the climate and traditional clothing in the culture. They create an imaginary travel budgets--with which they calculate...
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Lesson Plan
PricewaterhouseCoopers

Planning and Money Management: Financial Plan

For Teachers 9th - 12th
More planning goes into a budget than a high schooler thinks. Here, they learn about the expected expenses and incomes, along with outside factors such as natural disasters. Learners prepare their own budget and adjust it based on the...
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Lesson Plan
PricewaterhouseCoopers

Buying a Home: Income vs. Monthly Payments

For Teachers 3rd - 5th
Purchasing a house takes more plan than elementary schoolers realize. Each buyer will look at monthly income to determine what they can afford for a mortgage and other expenses. 
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Worksheet
Curated OER

Life on the Run: A Budget for Claudia and Jamie

For Students 5th - 8th
In this budget activity, learners create a budget for 2 girls that are trying to escape and use their allowances as the income they have. Students create a budget based on their income and expenses. They also answer 7 short answer...
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Unit Plan
Buffalo State

Adding and Subtracting Positive and Negative Integers

For Teachers 7th
A well-rounded unit on positive and negative integers is a great addition to your middle school math class. Learners work through five activities, each focused on a different skill, before playing a Game of Life to practice the...
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Worksheet
Curated OER

Month 5 Budget

For Students 9th - 12th
In this consumer mathematics worksheet, students complete the following statements with their appropriate information. Then they calculate their total expenses and subtract a portion for savings.
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Worksheet
Curated OER

Family Member

For Students 4th - 8th
In this instructional activity on family members, students describe what is meant by family, their duty to family, and family meetings. In addition, they create a budget for their family for one month keeping track of all expenses for 7...
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Worksheet
Curated OER

Final Analysis

For Students 7th - 9th
In this consumer mathematics learning exercise, students calculate the total amount of money they earned during a project given. Then they transfer the expenses from each month to find their totals. Students also calculate to find their...