Lesson Plan
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Federal Reserve Bank

Creating a Budget

For Students 9th - 12th Standards
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...
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...
Lesson Plan
Curated OER

Introductory Excel Lesson involving Problem Solving

For Teachers 6th
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.
Lesson Plan
Curated OER

Personal Budgeting Project

For Teachers 8th - 11th
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...
Lesson Plan
Curated OER

Making a Spreadsheet

For Teachers 5th - 8th
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...
Lesson Plan
Curated OER

Money Math: Lessons for Life

For Teachers 11th - Higher Ed
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...
Lesson Plan
Curated OER

Back-To-School Shopping

For Teachers 5th
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...
Lesson Plan
Curated OER

African Safari

For Teachers 5th - 7th
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....
Lesson Plan
Curated OER

Build Your Dream Bedroom

For Teachers 7th Standards
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...
Unit Plan
We are Teachers

What Goes Up Must Come Down

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

Taxes: Where Does Your Money Go?

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

What Can I Afford?

For Teachers 6th - 8th
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.

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