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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
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...
Curated OER
Making a Spreadsheet
Young scholars explore spreadsheet software. In this personal finance and computer technology activity, students develop a vacation spreadsheet on the computer. Young scholars represent hotel, food, transportation, and...
Curated OER
Introductory Excel Lesson involving Problem Solving
Sixth graders analyze an introductory lesson for Microsoft Excel. They go step by step through the creation of a basic spreadsheet and the use of simple formulas in a problem solving format.
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
Personal Budgeting Project
Young scholars 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...
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...
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Build Your Dream Bedroom
Designers measure their own rooms and produce a scale drawing. They use the Internet to visit sites to find the costs of purchasing new carpet, paint, or anything else they would like to add to their room. Using a $1500 budget, they will...
Curated OER
African Safari
Students create an Excel spreadsheet that show a budget for a trip to Africa to see wildlife. In small groups, they complete internet research to determine the countries and sites to visit then calculate the costs involved for the trip....
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What Goes Up Must Come Down
From understanding stock market performance and return on investment to identifying the costs and benefits of credit and avoiding debt problems, this is an absolute must-have resource for financial planning and literacy.
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Taxes: Where Does Your Money Go?
Learners explore the concept of taxes. In this tax lesson, students investigate types of taxes and deductions taken out of a paycheck before they see it. Learners calculate the tax on a given dollar amount. Students discuss 401(k)s...
Curated OER
What Can I Afford?
Middle schoolers explore the concept of cell phone plans. In this cell phone plan lesson, students research the cost of cell phones. Middle schoolers compare various cell phone plans and decide on which phone plan is best for them.