Curated OER
Learning to Spend, Learning to Give
Middle schoolers explore the concept of personal finances. In this personal finances lesson plan, students identify their income and expenses. Middle schoolers create a budget for their spending, saving, investing, and donating habits....
Curated OER
Family Profile Record Sheet
In this math worksheet, students learn real world math applications for budgeting expenses in a simulated family. Students make a family profile with profession choice and monthly income. Students then fill out detailed budgets which...
Curated OER
Life on the Run: A Budget for Claudia and Jamie
In this budget worksheet, students 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...
Curated OER
From the Mixed Up Files of Mrs. Basil E. Frankweiler
Students listen to From the Mixed-up Files of Mrs. Basil F. Frankweiler and discuss wants and needs. In this iincome and expenses lesson, students relate the adventures of the children in the book to a real life financial situation....
Curated OER
Why Would I Owe My Soul to the Company Store?
Sixth graders listen to "Sixteen Tons" by Tennessee Ernie Ford and discuss what it means to owe one's soul to a store. In this mathematics lesson, 6th graders determine what a miner's income was minus his expenses graphing findings in a...
PwC Financial Literacy
Planning and Money Management: Spending and Saving
Financial literacy is such an important, and often-overlooked, skill to teach our young people. Here is a terrific lesson plan which has pupils explore how to come up with a personal budget. They consider income, saving, taxes, and their...
PricewaterhouseCoopers
Planning and Money Management: Financial Plan
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...
Curated OER
Income Statement
Students demonstrate the proper way to prepare an income statement. They calculate a company's Gross Profit, Operating Expenses, Income from Operation before tax and Net Income, then determine the company's net income or net loss during...
Curated OER
Preparing an Income Statement
Tenth graders discuss the contents of income statements. In this accounting lesson, 10th graders are introduced to the parts of an income statement. Students practice filling out the four parts of an income statement, and discuss the...
Curated OER
Interest Income
Students identify taxable interest income, and report taxable and tax-exempt interest income.
Curated OER
Final Analysis
In this consumer mathematics worksheet, learners 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 final...
Curated OER
Show Me the Money
Pupils investigate financial applications of mathematics in this mathematics instructional activity. They will investigate equations that represent a company’s income, expense, and profit functions and use those equations to identify...
Curated OER
Value of Education: Education and Earning Power
Pupils explore the earning power of someone with a post-high school education. In this education and income lesson, students evaluate examples of occupations, their salaries, and education level needed for the job. Pupils calculate their...
Curated OER
Parents of Teens Ride Waves of Expenses
Students explore the concept of the cost of raising a child. In this cost of raising a child lesson, students read an article about the expenses associated with teenagers. Students discuss ways in which parents maneuver finances for...
Visa
A Plan for the Future: Making a Budget
From fixed and variable expenses to gross income and net pay, break down the key terms of budgeting with your young adults and help them develop their own plans for spending and saving.
Curated OER
Profit and Loss
Young scholars analyze the concept of profit and loss, the components of a simple profit and loss statement and the importance of a profit and loss statement. They calculate profits using gross income, total expenses and cost of goods...
Curated OER
Money Smart Choices
Students make choices regarding money management. In this personal finance lesson, students explore budgets, incomes, and expenses as they learn vocabulary regarding personal finance and consider how to create personal budgets.
Curated OER
It Has to Balance
Second graders use a price list and balance sheet to plan for a day of fun at the beach. They consider expenses, income, and balancing of resources.
Curated OER
Budgeting: You Can't Manage What You Don't Know
Students discuss budgets. For this mathematics lesson, students watch an episode of Biz Kid$ about budgeting, participate in a guided group discussion, and create a pamphlet to teach others how to budget their money. Extension activities...
Curated OER
Two Ways to Analyze Fiscal Policy
Challenge your class with this fiscal policy worksheet. Learners analyze graphs to answer questions about aggregate expenditures, the real national income, and the recessionary gap.
Curated OER
Budgeting Money
Students explore the concept of budgeting. In this budgeting lesson, students pick an occupation and develop a list of needs and wants. Students make a list of monthly expenses and budget their income to afford those expenses.
Curated OER
Your First Job
High schoolers determine that they are responsible for paying income taxes through withholdings on earned income. They examine the Form W-4.
Curated OER
Module 8-Tax Credit for Child and Dependent Care Expenses
Pupils explain the tax credit for child and dependent care expenses. They distinguish between a tax deduction and a tax credit. They see how the tax credit for child and dependent care expenses affects the tax liability.
Curated OER
Earned Income Credit
Students distinguish between tax deduction and tax credit, explain how the earned income credit affects the tax liability, apply requirements to claim the earned income credit, and describe factors that determine the amount of the earned...