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...
Lesson Plan
Curated OER

The Nitty-Gritty of Checkbooks

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

Money Management Part III: Savings Accounts and Cash vs. Credit

For Teachers 7th - 8th
Help your class understand the importance of saving and managing their money. Here is part three to a unit on credit, cash, and savings. Learners discuss savings accounts and the idea that a budget plan can help them avoid costly credit...
Lesson Plan
Curated OER

Managing a Checkbook

For Teachers 8th - 11th
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...
Lesson Plan
EngageNY

Investments—Performing Operations with Rational Numbers

For Teachers 7th Standards
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.
Lesson Plan
Visa

Make It Happen: Saving for a Rainy Day

For Teachers 9th - 12th Standards
Every little penny counts, especially when it comes to saving for emergencies or long-term goals. Pupils evaluate different saving and investment strategies, such as a CD or money market account, through worksheets and by...
Lesson Plan
Curated OER

Take It To the Bank

For Teachers 3rd - 4th
Examine how the economics of a school store relate to real world economics. Elementary students explore various websites, complete a Venn diagram, create a schedule of wages for the students, read the book "A Chair For My Mother" and...
Lesson Plan
Curated OER

Savings Account Introduction Lesson

For Teachers 6th - 7th
This teaching tool promotes a practical understanding of basic mathematical skills by having learners determine percents on interest. There are several worksheet options available as well as a guid on how best to use them.
Lesson Plan
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Curated OER

Susita's Account

For Teachers 9th - 12th Standards
Your algebra students 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.
Activity
PBL Pathways

Students and Teachers 2

For Students 10th - Higher Ed Standards
Examine trends in student-to-teacher ratios over time. Building from the first task in the two-part series, classes now explore the pattern of student-to-teacher ratios using a non-linear function. After trying to connect the pattern to...
Lesson Plan
Curated OER

Simulation and Accounting Practices

For Teachers 9th - 12th
  Students implement their knowledge about accounting practices into a simulation activity.  In this secondary consumer/business math instructional activity, students participate in a simulation centered on the life of the...
Instructional Video4:55
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Laura Candler

Time Capsule

For Teachers 1st - 6th Standards
It's amazing how much kids change from the beginning of the year to the end. Create a written account of their growth with a fun worksheet that involves children recording information about themselves at two points...
Lesson Plan
Curated OER

Account-Recording Adjusting/Closing Entries

For Teachers 9th - 12th
Students explore adjusting and closing accounting entries. They complete an outline and post closing entries to their appropriate accounts. They prepare a Post Closing Trial Balance at the end of a fiscal period and complete online...
Lesson Plan
Curated OER

Account-Recording Adjusting/Close Entries for Service Business

For Teachers 9th - 12th
Students discover how to journal adjustments and post them into general ledger accounts. They explore what a post closing trial balance is and why it is prepared at the end of a fiscal period. They complete an outline and play online...
Lesson Plan
Curated OER

Accounting -- Journalizing Sales and Cash Payments

For Teachers 9th - 12th
High schoolers brainstorm a list of what they believe a customer is. In groups, they practice journaling sales to a customer who pays with cash or with credit. To end the lesson, they discover the proper way to prove cash payments at the...
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...
Lesson Plan
Curated OER

Account --Recording Sales/Cash Recpts w/ Spec. Journals

For Teachers 9th - 12th
Students explore sales journal, purchases journal, general journal, cash receipts journal, and Cash payments journal. They master the online vocabulary activities and then they complete the online chapter quiz.
Lesson Plan
Curated OER

Accounting -- Journalizing Transactions

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

Accounting -- Cash Control Systems

For Teachers 7th - 12th
Young scholars study cash control systems, such as checking accounts, endorsing checks, and writing checks. They verify and then reconcile a bank statement. They journal about a bank service charge or dishonored check and establish a...
Lesson Plan
Curated OER

Checking Account

For Teachers 5th - 8th
Students keep track of finances in a check register. In this checking account lesson plan, students practice writing checks and deposit slips as they add and subtract decimal amounts in order to balance a checkbook in a register.
Lesson Plan
Curated OER

Accounting -- Preparing Payroll Records

For Teachers 9th - 12th
Students review preparation of payroll records and practice these skills while playing games on the computer. They follow a student outline and complete online activities and quiz.
Worksheet
Curated OER

Decimals: checkbook and money

For Students 9th - 12th
In this decimal worksheet, students complete problems having to do with a checkbook, money, the cost of items, and more, with numbers containing decimals. Students complete 3 problems.
Lesson Plan
Curated OER

Accounting: Work Sheet for a Service Business

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

Buying New Stuff

For Teachers 7th - 12th
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,...