Center for Literacy and Disability Studies
Personal Financial Literacy: Checking
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.
Curated OER
Managing a Checkbook
How do grown ups do it? Teach your upper graders the ins and outs of personal finance by having them use their algebra skills to balance a checkbook. They examine the financial side of math, set up a checking account, and balance their...
Curated OER
The Nitty-Gritty of Checkbooks
Students explore how to maintain a checking account. They control, disburse money, and keep their checking account balance. Through a PowerPoint demonstration, video streaming and hands-on practice, students apply the information given...
Federal Reserve Bank
Cash the Check and Track the Dough
From checking and savings accounts to learning the importance of maintaining records and balancing a bank account, prepare your students to become financially independent and savvy adults, and explore all the intricacies of owning a bank...
Texas Education Agency (TEA)
Piggy Bank vs. Bank – Choosing and Maintaining Your Account
Cha-ching! Using the practical resource, scholars investigate the different types of bank accounts and banking services available. Pupils view a PowerPoint, practice writing checks, and complete a checking account research project.
Curated OER
Checkbook
Pupils examine how to balance a checkbook. In this economics lesson plan, students demonstrate that they can balance a checkbook by completing an activity that includes a check register and bank statement.
Curated OER
Checking Account
Students keep track of finances in a check register. For this checking account lesson, students practice writing checks and deposit slips as they add and subtract decimal amounts in order to balance a checkbook in a register.
Curated OER
Addition and Subtraction: By Checkbook
Young scholars develop an understanding of the need for adding and subtraction skills in balancing a checkbook.
EngageNY
Investments—Performing Operations with Rational Numbers
Partners fill out a register to record transactions on a college investment account. They use the amounts listed to calculate the running and current balance of the account, providing experience in adding and subtracting rational numbers.
Curated OER
Using A Checkbook
Students 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...
Curated OER
Susita's Account
Your algebra high schoolers double their money monthly in this task based on a checking account balance. Learners write an equation to model the situation and then use their model to answer contextual questions.
Curated OER
Married Math
Students participate in a two-week real-life math unit. In pairs, they calculate salaries, taxes, and a budget, plan a vacation, buy insurance, make a will, and design a room. They conduct Internet research to plan the vacation, and...
Curated OER
Buying New Stuff
Young spenders take a look at the best ways to save and spend money. This type of financial education is lacking in schools, so implementing this lesson would be of great value to your students. Things like bank checking account fees,...
Visa
Banking Services
From writing and depositing checks to comparing ATM and debit cards, pupils develop financially savvy practices and build foundational knowledge of the financial service products available through banking institutions.
Curated OER
Checkbook Math
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.
Curated OER
Check It Out
Students discuss the many processes involved with personal banking. They create their own budget based on their career choices. They also practice balancing a checkbook.
Curated OER
Balancing a Budget
Students calculate living expenses for a non-traditional career choice. They examine interest, balancing a checkbook, and financing cars and homes.
Illustrative Mathematics
Paying the Rent
Learning how a bank account works is a useful tool. The exercise in the resource is to deduct rent from a checking account and create an equation from a description. Participants then graph the balance of the bank account versus months...
Curated OER
Real World Math: Unexpected Events
Ready to delve into personal finance? Learners discover how to organize a check book register. They practice debits and credits in a math game involving the register they set up. While they gain valuable practical knowledge, they also...
Curated OER
Money Math
Students explore the use of money in daily life. Through activities and real-life simulations, students write and balance a checkbook, explore the importance of budgeting, saving, and expenses. Using spreadsheet technology, they examine...
Curated OER
Checks and Balances
Students examine how bank checks work and follow the "journey" of a written check. They discuss how transactional accounts work, identify and discuss the various parts of a check, and participate in a simulated business transaction...
Visa
Saving and Investing
Impress upon your young adults the importance of saving and investing, and give them a foundational vocabulary from which they can continue to build their financial literacy. This lesson plan covers short- and long-term budget goals,...
Curated OER
Piggy Pockets
Second graders determine when estimates and exact totals are appropriate in dealing with money. They simulate keeping a checking account over a period of time and keep a checkbook ledger to record deposits and expenses.
Curated OER
Checks and Balances
Students discuss elements of financial planning. For this personal finance lesson, students practice filling out personal banking information. Students conduct research using the Internet and a PowerPoint presentation to find...