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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...
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Lesson Plan
Curated OER

Money Management Part II: Checking Accounts

For Teachers 7th - 8th
Having money is great, learning to manage it wisely is imperative. First, the class has a discussion on the value and convenience of having a checking account. Then, they practice filling out deposit slips, keeping an account register,...
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Lesson Plan
Curated OER

Accounting Monopoly

For Teachers 9th - 11th
Students use Monopoly to review the accounting cycle. They create their own transactions while playing Monopoly. Students produce the financial statements that will match the transactions of the game.
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Lesson Plan
Beyond Benign

Final Budget

For Teachers 6th - 8th
Be sure you have enough money to build a house. The 14th lesson plan 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...
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Lesson Plan
Illustrative Mathematics

Bookstore Account

For Teachers 6th - 8th Standards
We use debt often to describe negative numbers and your learners will be able to see how it translates into math. They will be asked to go through a series of transactions and make simple equations for each one, following it with a...
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Lesson Plan
Curated OER

Accounting Jeopardy -- Journalizing

For Teachers 9th
Ninth graders play the Accounting Jeopardy Game to review the journalizing process. They analyze business transactions from source documents and journal about transactions using various journal formats. They use the Jeopardy template to...
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Lesson Plan
Curated OER

Accounting

For Teachers 11th - 12th
Students explore the principals of accounting and operating a business.  In this business or financial math class, students investigate business documents, day books, bookkeeping, balance sheets, etc. in this self-paced comprehensive unit. 
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Lesson Plan
Curated OER

Accounting -- Journalizing Transactions

For Teachers 9th - 12th
Pupils are introduced to a five column way to record transactions. In groups, they discuss the importance of source documents when recording the transactions and balancing the account at the end of the month. To end the lesson, they...
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Lesson Plan
Curated OER

Accounting - Analyzing Transactions to Debit/Credit Parts

For Teachers 9th - 12th
Students are introduced to how transactions are analyzed with debits and credits. In groups, they complete a T-chart in which the account increases with credits and decreases with debits. To end the lesson, they analyze the various...
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Lesson Plan
Curated OER

Accounting -- Starting A Proprietorship

For Teachers 9th - 12th
Students are introduced to the proper way to begin a proprietorship. In groups, they examine the accounting equation and solve problems associated with it. To end the lesson, they are introduced to the various types of payments that...
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Lesson Plan
Curated OER

Accounting: Changes That Affect Owner's Equity

For Teachers 9th - 12th
Students study transactions that affect the owner's equity of a proprietorship. They explore revenue, expenses and withdrawals and how they fit into the accounting equation. They complete online activities and a quiz.
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Lesson Plan
Curated OER

Account -Recording Purchases/Cash Pmts - Spec. Journals

For Teachers 10th - 12th
Students review general ledgers, introduction of a corporation, and how they are set up. Students review transactions used on a general journal such as: journaling purchase returns and allowances, buying supplies on accounts, then...
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Lesson Plan
Curated OER

Accounting: Work Sheet for a Service Business

For Teachers 9th - 12th
Students explore how to complete work sheets for a service business. They enter transactions that affect the owner's equity of a proprietorship into a worksheet that reviews the business activities for the past fiscal year. They...
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Lesson Plan
Curated OER

Accounting -- Journalizing Purchases and Cash Payments

For Teachers 9th - 12th
High schoolers comprehend what a partnership is, how a merchandising business is set up, what a vendor is, how to use invoices, as well as journaling purchases for cash and on account. They get an introduction, review games, and are...
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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.
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Lesson Plan
Curated OER

Balance of Payments (BOP)

For Teachers 10th - 12th
Learners work through ten transactions that will help them understand credits and debts on a global scale. They then discuss each transaction in terms of the global economy. An extension activity and discussion questions are included.
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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.
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Lesson Plan
Curated OER

Using A Checkbook

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

Accounting Monopoly Simulation

For Teachers 12th
Twelfth graders make journal entries of the transactions (instead of exchanging money) during a Monopoly game on day one of the lesson. They post on day two and create worksheets/correct errors on day three.
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Lesson Plan
Curated OER

Income and Expenses

For Teachers 3rd - 7th
Students discuss income and expenses. In this instructional activity on money, students define income and expenses, after whith they keep track of their income and expense transactions on a basic ledger.
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Lesson Plan
Curated OER

Posting To A General Ledger

For Teachers 10th - 12th
Young scholars explore file maintenance and a chart of accounts for a proprietorship set up as a service business. They review journals and what is posted in a journal.
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Lesson Plan
Curated OER

Managing Your Finances

For Teachers 9th - 12th
Learners practice the skills involved in managing their finances. The steps in balancing a checkbook and matching expences to a bank statement are practiced and written in detail. This lesson is intended for students acquiring English.
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Lesson Plan
Curated OER

Account -Recording Purchases/Cash Pmts - Spec. Journals

For Teachers 10th - 12th
Learners use the Internet as a resource to introduce them to various types of business journaling such as purchase journals, sales journals, cash payment journals and cash receipts journals. They review transactions in a general ledger...
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Lesson Plan
Curated OER

Swiss Bank Accountability: Mock Trial

For Teachers 9th - 12th
Students use a variety of sources to construct a case defending and prosecuting the Swiss government for their role in Nazi gold transactions during World War II. They practice research techniques, persuasive writing and speaking.