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Worksheet
Curated OER

Monthly Income and Expense Worksheet

For Students 11th - Higher Ed
In this budget worksheet, 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 deficit.
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Lesson Plan
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Workforce Solutions

Plan a Vacation

For Teachers 6th - 8th Standards
Challenge scholars to plan a vacation with a $5,000 budget. Learners review costs of transportation, meals, and entertainment while considering the number of people and destination. Worksheets provide information and well-organized...
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Lesson Plan
Visa

Living On Your Own

For Teachers 7th - 10th Standards
Learners gain a realistic understanding of what is required for independent living. They begin by setting up a budget based on needs and lifestyle, and then use worksheets and a presentation to practice such skills as reading a rental...
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Lesson Plan
Curated OER

Dream Home Mathematics

For Teachers 6th
Explore the concept of budgeting with sixth graders. They will pick a career on note card made by the teacher. They then use the information on the card such as salary, expenses, and career to create a life for themselves. They also...
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Worksheet
Curated OER

Get-a-Pet Budget

For Students 3rd - 6th
In this itemized budget for the cost of a pet worksheet, students predict and record the yearly costs for owning a pet and find the monthly costs. Students fill in blanks for 24 items.
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Lesson Plan
Curated OER

A Family Spending Plan

For Teachers 6th - 8th
Students investigate family expenditures. In this family budget lesson, students examine the wages and expenditures of family and then create a monthly budget for the family to follow.
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Worksheet
Curated OER

Month 2 Budget

For Students 11th - Higher Ed
In this consumer mathematics worksheet, students complete a monthly budget by completing each category on the sheet. They fill in the blanks and calculate their totals for month two.
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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

Budgeting Money

For Teachers 6th - 8th
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.
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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 lesson, students identify their sources of income and discuss being financially independent. Students record their monthly expenditures and present a...
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Lesson Plan
Curated OER

A Budget Can Help Young People Cut Their Spending

For Teachers 9th - 12th
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...
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Lesson Plan
Curated OER

Budget Finances

For Teachers 11th - 12th
Students role play the role of a recent graduate of high school living on their own. Using play money, they are given one month's salary and they discover they own their own house or apartment and owe money on a car loan. They develop...
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Unit Plan
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Practical Money Skills

Living on Your Own

For Teachers 9th - 12th
Every teen dreams of living independently, but often without thinking about the details and costs involved with moving out. Three lessons in a unit about living on your own focus on moving costs, fixed and flexible costs associated with...
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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

Month 4 Budget

For Students 11th - Higher Ed
In this consumer mathematics worksheet, learners 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 four.
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Lesson Plan
Curated OER

Learning to Spend, Learning to Give

For Teachers 6th - 8th
Students create a monthly budget. In this finances lesson, students learn the terms budget, income and expenses. Students create a monthly spending plan and keep track of what they make and spend for the next 30 days. When complete,...
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Lesson Plan
Curated OER

Class of 2000 - Student Loans

For Teachers 10th - 12th
Pupils 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. Pupils identify methods to fund the budgets and discuss...
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Lesson Plan
Curated OER

Calculating the Cost of Living

For Teachers 9th - 10th
Bring Consumer Mathematics and Economics to life with this lesson, where learners investigate personal finance and budgeting. They use the newspaper’s classified section to determine a future job and potential earnings and determine a...
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Lesson Plan
Curated OER

How to Get Rich Slowly

For Teachers 4th
Fourth graders discover how to budget in order to live in today's world. Allocating their resources is of prime importance in the monthly budget. They utilize a worksheet imbedded in this plan to figure out their monthly budget.
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Lesson Plan
National Security Agency

Money Maters: Integers are Integral!

For Teachers 5th - 7th Standards
A thoroughly-written lesson plan and a plethora of worksheets about integers comprise this resource. Neophyte number crunchers learn to recognize integers, add and subtract them, and apply the concepts to the designing of a personal...
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Lesson Plan
Curated OER

Cutting Expenses

For Teachers 5th - 8th
Learners explore budgeting. In this finance and math instructional activity, students brainstorm ways in which households could save money. Learners view websites that give cost reducing ideas. Students complete an expense comparison...
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Lesson Plan
Curated OER

Extra Credit: It’s No Fairy Tale

For Teachers 9th - 12th
Students discuss their knowledge of payday loans and credit cards. In this Economics lesson, students complete a read an article and Q&A activity in groups, and play a vocabulary bingo game and a quiz game on payday loans. Students...
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Lesson Plan
Curated OER

Balancing a Budget

For Teachers 9th - 12th
Students investigate money management.  In this secondary mathematics activity, students participate in a cost-of-living budget simulation in which they calculate monthly and yearly projected costs.  Students investigate housing cost,...
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Worksheet
Curated OER

Final Analysis

For Students 7th - 9th
In this consumer mathematics worksheet, 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 final...