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Worksheet
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Life on the Run: A Budget for Claudia and Jamie

For Students 5th - 8th
In this budget worksheet, students create a budget for 2 girls that are trying to escape and use their allowances as the income they have. Students create a budget based on their income and expenses. They also answer 7 short answer...
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Lesson Plan
Curated OER

A Gift for Mama

For Teachers 5th - 7th
Students read a novel about savings and complete activities to define short and long term saving goals. In this income and savings lesson, students read A Gift for Mama and answer discussion questions for it. Students define the terms...
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Lesson Plan
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Keeping Track of Our Money

For Teachers 2nd
Second graders complete activities to learn how to manage money. In this managing money lesson plan, 2nd graders read the book How the Second Grade Got $8,205.50 to Visit the Statue of Liberty and complete two related worksheets.
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Lesson Plan
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Learning to Spend, Learning to Give

For Teachers 6th - 8th
Students explore the concept of personal finances. In this personal finances lesson, students identify their income and expenses. Students create a budget for their spending, saving, investing, and donating habits. Students draw graphs...
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Lesson Plan
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Earning an Income

For Teachers 4th
Fourth graders study the role of money in society and define how to earn an income. For this human capital lesson, 4th graders read the book Shoeshine Girl and discuss it. Students discuss various economic concepts and complete the...
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Lesson Plan
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Learning to Spend, Learning to Give

For Teachers 6th - 8th
Middle schoolers create a monthly budget. In this finances lesson, students learn the terms budget, income and expenses. Middle schoolers create a monthly spending plan and keep track of what they make and spend for the next 30 days. ...
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Lesson Plan
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Taxes: Where Does Your Money Go?

For Teachers 9th - 12th
Young scholars 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. Young scholars calculate the tax on a given dollar amount. Students...
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Lesson Plan
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Invest in Yourself

For Teachers 9th - 12th
Students develop the concept of finances. In this finance lesson, students watch a video called, "Moving Out." Students calculate the finances of a character in the video. Students experience various budget scenarios such as earning...
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Lesson Plan
Curated OER

My Bank, My Budget, My Decisions

For Teachers K - 2nd
Students create a personal budget. In this financial planning lesson, students create a budget using income data and identify ways to save a portion of money for donations.
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Worksheet
Curated OER

Interest Word Problems

For Students 7th
For this interest worksheet, 7th graders solve 10 different problems that include word problems and determining interest rates. First, they determine the principal paid on a certain amount of money borrowed. Then, students determine how...
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Lesson Plan
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Good News and Bad News: Income and Taxes

For Teachers 6th - 12th
Students examine Internal Revenue Service (IRS) Form 1040, citing particular line items that are pertinent to an artist acting as an entrepreneur. They explore various sources of income and the importance of keeping accurate income records.
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Lesson Plan
Curated OER

WebQuest- What is Poverty and Who Are the Poor?

For Teachers 9th - 12th
Students are introduced to a variety of easily accessible data about poverty. The search activity performs double-duty in exposing students to the nature and magnitude of world poverty and in confronting them with different types and...
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Lesson Plan
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Income & Expense List

For Teachers 10th - 12th
Learners analyze a worksheet on income and expenses. They list all their monthly expenses and log them onto a working worksheet for evaluation. Evaluation of checkbooks is covered in depth.
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Lesson Plan
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Stone Fox and Economics

For Teachers 5th - 6th
Students read the novel Stone Fox and review economic concepts including income, goods, and services. They define the following terms: capital, credit, credit risk and summarize their reading by reading several chapters at a time. They...
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Lesson Plan
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Lesson 3: What Happens When a Bank Makes a Loan?

For Teachers 9th - 12th
High schoolers role-play to show how bank loans made to people can have an impact on others in the community. In small groups, they analyze hypothetical loans, using flow charts or other diagrams to describe the probable impact of each.
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Lesson Plan
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Financial Literacy - Income and Deductions

For Teachers 7th - 12th
Students examine payroll process, determining ones income, deductions taken out of paychecks (taxes, insurance, charitable contributions, retirement), fixed and variable expenses to expect and money management.
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Lesson Plan
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Folding Our Way to Productivity

For Teachers 3rd - 5th
Students role-play workers producing origami cups. They participate in two production rounds, one without training and one with training. They observe how productivity increases through training and, as a result, how income increases.
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Lesson Plan
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It Has to Balance

For Teachers 2nd
Second graders use a price list and balance sheet to plan for a day of fun at the beach. They consider expenses, income, and balancing of resources.
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Lesson Plan
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What is Taxed and Why

For Teachers 7th - Higher Ed
Students are exposed to the need for federal, state and local governments to tax constituents to provide goods and services for their residents. They identify the different kinds of taxes and give examples of the goods and services taxed.
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Lesson Plan
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Budgeting 101

For Teachers 7th - 12th
Students identify various sources of income and discern between needs and wants as they also learn to create a personal budget.  In this personal budget lesson, student understand financial scenarios as they relate to different ways...
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Worksheet
Curated OER

Investment Meaning Groups

For Students 10th - 12th
In this business worksheet, students categorize twenty one collocates with six categories such as companies and institutions.
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Lesson Plan
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ICT Activity 17

For Teachers 8th
Eighth graders use a spreadsheet for the first time. They work on a selected environmental issues as their theme. Students prepare costs or income for an event that raises money for an environmental issue. They use the costs and income...
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Lesson Plan
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Salaries

For Teachers Higher Ed
Students are engaged in the study of salaries and how they vary according to different occupations. They conduct research using a variety of resources in order to summarize the earnings potential in the human services field.
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Lesson Plan
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Adult Roles and Responsibilities

For Teachers 9th - 12th
Students discuss the importance of personal needs and expectations following a Powerpoint presentation and related activities. Next, they examine three different case studies demonstrating how individuals cope with responsibilities. ...