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Curated OER
The Art of Budgeting
Young scholars 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. Young scholars record their monthly expenditures...
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Jesse's Big Change
Students explain assets, liabilities and expenses. They record information on income statements and balance sheets and brainstorm opportunities to make money work for them.
Visa
The Art of Budgeting
Class members learn how to set up and maintain a personal budget through discussion, financial planning worksheets, and a brief PowerPoint presentation.
Curated OER
Debt: Who Does it Affect?
Debt is a topic that affects everybody: the community, the nation, and the entire globe. Kids take charge of debt by designing a project that informs those in their community about good financial choices, keeps personal debt low, and...
Learning to Give
Five Thousand Dollars!
How does consumerism affect global poverty? Upper graders find out about cost benefit, wants and needs, and making good consumer choices as they explore this global topic. They role-play an impulse spending experience and work through...
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Deals on Wheels!
Pupils calculate monthly car payments using different rates of interest. They calculate the maximum amount that can be financed/borrowed given a preset estimated/budgeted monthly payment and determine how limited resources cause people...
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Account-Recording Adjusting/Close Entries, Partnership
Students examine adjusting and closing entries for a partnership set up as a merchandising business. They participate in a game and online activities, read handouts, complete an outline, and take a quiz.
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Common Procedure Costs
Kids never think about the cost of medical expenses, because they never think they'll get hurt. To better understand personal financial planning, learners research common medical procedures and their costs. They use a worksheet and the...
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The Cost of Life
Students research the salary for a career of interest. They consider what kind of lifestyle that career would provide and graph their information for comparison.
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The Expenditure Sheet
Students differentiate between expenditure and income. In this algebra lesson, students create a spreadsheet labeling the date, item and amount as they track their expenses. They format the cells of the spreadsheet to do all the...
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My Springtime Coloring Book
In this springtime coloring worksheet, learners create a book of springtime pictures by coloring each picture and putting them together in a book. There are 6 pictures for students to color.
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Family Financial Profile
Learners investigate the cost of living. In this financial awareness lesson, students play a game to simulate various family situations and their incomes. Learners choose activity cards and record information on their family profile...
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Budgeting for the Future
Eighth graders determine the net amount of an income for a fictional job. They must determine their net worth minus standard deductions. Students must then determine their monthly budget including, groceries, credit, and rent.
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Paying Off Student Loans
Students plan financing postsecondary education and explain how loan repayments work. They build a spreadsheet, listing the categories of expenses in the left hand column.
Curated OER
Congress OKs Bill Aimed At Toppling College Obstacles
Students explore the concept of financial costs of college. In this financial costs of college lesson, students read an article about college costs. Students research the cost of college for the school of their choice. Students discuss...
Curated OER
Account-Recording Adjusting/Close Entries(Service Bus.)
Young scholars participate in a number of activities to learn how to adjust general ledger accounts and journal closing entries.
Curated OER
Closed Economy Expenditure Model Test
In this economics worksheet, students answer questions relating to consumption, investment, and expenditures in a model of a closed economy. The eight page worksheet contains forty multiple choice questions. Answers are not...
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Entrepreneur Profit Balloon Game with Physical Education
Fourth graders explore business by participating in physical activities. In this entrepreneur lesson, 4th graders define profit and how it is necessary to run a successful business. Students pop balloons with monetary values inside and...
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Reality Bites
Students select a career or occupation to study. Students research their career preferences and annual living expenses compared to the estimations they may before conducting research.
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The Politics Of Taxation
Students explain that taxation involves a compromise of conflicting goals and that lobbyists can influence lawmakers' decisions about taxes. They can explain why people of similar incomes often pay different tax rates and work in teams...
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Budget Worksheet
In this student budget worksheet, students fill in their incomes as well as their individual payments per month to chart where their money goes each month.
Council for Economic Education
Government Spending: Why Do We Spend the Way We Do?
Students examine the categories for federal spending using the internet to locate them. They create a list of expenditures noting them as government purchases or transfer payments. They analyze the patterns of spending during the past 40...
Curated OER
A Trillion Here...A Trillion There
In this working with large numbers learning exercise, students are given the finance statistics for the US and the world for the 2006-2007 year. Students solve 11 problems including finding averages and percentages for the given...
Curated OER
Making a Circle Graph of a Sample Budget
Students examine a sample budget and categorize the entries as a group. Then in small groups they convert budget category totals to percents and degrees to make a circle graph related to a sample budget.