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...
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...
Lesson Plan
Center for Literacy and Disability Studies

Personal Financial Literacy: Checking

For Teachers 10th Standards
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.
Lesson Plan
Texas Education Agency (TEA)

Piggy Bank vs. Bank – Choosing and Maintaining Your Account

For Teachers 7th - 8th
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.
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...
Lesson Plan
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Federal Reserve Bank

Banking on Debit Cards

For Teachers 10th - 12th Standards
What are the advantages and disadvantages of using a credit card versus a debit card? What are the costs of using a debit card irresponsibly? Here you'll find a lesson on key concepts that every learner should know...
Unit Plan
Finance in the Classroom

Unit on Checking

For Teachers 9th - Higher Ed
As part of a four-lesson unit on personal finances, class members practice using a checkbook. Exercises include writing checks, filling out deposit and withdrawal slips, and keeping a check register. 
Lesson Plan
Curated OER

Checking Account

For Teachers 5th - 8th
Students keep track of finances in a check register. For 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.
Lesson Plan
Beyond Benign

Final Budget

For Teachers 6th - 8th
Be sure you have enough money to build a house. The 14th lesson in a 15-part series teaches young learners to use checkbook registers. They write checks for the amounts they spend on various housing materials and keep track of...
Lesson Plan
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Federal Reserve Bank

Cash the Check and Track the Dough

For Teachers 9th - 12th Standards
From checking and savings accounts to learning the importance of maintaining records and balancing a bank account, prepare your students to become financially independent and savvy adults, and explore all the intricacies of owning a bank...
Lesson Plan
Consumer Action

Talking to Teens About Money

For Teachers 9th - 12th
Your teenagers are probably very good at spending money, but how good are they at managing it? Teach class members about banking, checking accounts, interest rates, car insurance, and many other relevant concepts with a series of...
Lesson Plan
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Federal Reserve Bank

Lesson 2: In the Aftermath

For Students 7th - 12th Standards
Don't wait for a crisis to get your finances together. An economics lesson demonstrates the importance of understanding crucial documents, banking basics, and financial tools with the focus on Hurricane Katrina in 2005 and its effects.
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...
Lesson Plan
Curated OER

Addition and Subtraction: By Checkbook

For Teachers 7th - 8th
Young scholars develop an understanding of the need for adding and subtraction skills in balancing a checkbook.
Lesson Plan
Curated OER

Using A Checkbook

For Teachers 9th - 12th
Students discover how to correctly write a check, fill out a deposit slip, and use a check register. They explain the concept of balancing a checkbook. After a lecture/demo, students use handouts imbedded in this plan to practice using...
Lesson Plan
Curated OER

Buying New Stuff

For Teachers 7th - 12th
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 would be of great value to your students. Things like bank checking account fees,...
Lesson Plan
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Federal Reserve Bank

A Penny Saved

For Teachers 10th - 12th Standards
Budgeting, net vs. gross pay, savings, and fees are all key elements of personal financing and essential for your class members to learn about as young adults.
Lesson Plan
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Practical Money Skills

Using Banking Services

For Teachers 6th - 12th
Using a bank is a privilege and a responsibility for young consumers. Teach them the important terms and details about creating accounts, using an ATM, and maintaining a credit card.
Lesson Plan
Curated OER

Spending Money

For Teachers 4th
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...
Unit Plan
North Carolina Department of Public Instruction

What Is A Bank?

For Teachers 6th - 9th
You're never too young to learn about banking and personal finance. Use a set of seven banking lessons to teach middle schoolers about checking and savings accounts, interest rates, loans and credit cards, and safety deposit boxes.
Lesson Plan
EngageNY

Investments—Performing Operations with Rational Numbers

For Teachers 7th Standards
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.
Lesson Plan
Curated OER

FINANCE AND RESPONSIBLE LENDING.

For Teachers 9th - 12th
Students study the role of banks, lending and their services. In this analysis lesson plan, students learn about savings, checking accounts and lending and the importance of banks as financial intermediaries.
Lesson Plan
Curated OER

Business: Making a Budget

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

Checkbook Math

For Teachers 12th
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.