Open Oregon Educational Resources
Beginning Excel
How can Microsoft Excel help manage data in people's personal and professional lives? Using the Beginning Excel eBook, scholars learn the basics of creating, editing, and using spreadsheets. They explore spreadsheet design, formulas,...
Federal Reserve Bank
Creating a Budget
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...
Curated OER
A Budget Can Help Young People Cut Their Spending
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...
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Introductory Excel Lesson involving Problem Solving
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.
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Break Even Analysis and Budgeting
Students analyze the use of break even charts in business planning. They examine the purpose and nature of budgets. They explore price elasticity and how to use Excel spreadsheets to manipulate financial information.
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Personal Budgeting Project
Students 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 budget.
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Making a Spreadsheet
Students explore spreadsheet software. In this personal finance and computer technology lesson, students develop a vacation spreadsheet on the computer. Students represent hotel, food, transportation, and entertainment costs on a graph...
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Money Math: Lessons for Life
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 sample...
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Back-To-School Shopping
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...
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African Safari
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....
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Spreadsheet Project: Planning a Party
Young scholars create a spreadsheet and stay within a budget as they plan a class party for the next holiday.
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Earth Energy Budget Pre Lab
Learners explore energy by conducting an in class experiment. In this climate change lesson, students conduct a water vapor experiment in a soda bottle. Learners utilize graphs and charts to analyze the results of the experiment and help...
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Does Humidity Affect Cloud Formation?
Students use S'COOL data to identify factors that affect cloud formation. They find a data set using the S'COOL database , and use Excel to manipulate the data. Student isolate relevant data, create meaningful graphs from a spreadsheet,...
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Build Your Dream Bedroom
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...
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Careers
Eighth graders research careers on the computer to determine which career they are interested in. They create a spreadsheet using the Excel program and calculate the budget for their desired lifestyle and determine if this income is...
We are Teachers
What Goes Up Must Come Down
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.
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ICT Activity 17
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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European Vacation
Ninth graders work in groups of two or three to plan a trip through Europe. They present a storyboard for approval, outlining their graphics and display pages. They present their trip to the class using PowerPoint. This is displayed...
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Taxes: Where Does Your Money Go?
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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Virtual Vacation
Students select a foreign city, research the city using the Internet, and plan an eleven-day vacation to that city. This lesson is ideal for a social studies classroom and includes ideas for using iMovie, Excel, and MS Works or AppleWorks.
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Babies: What Do They Cost?
This is a great exercise to give your class a bit of a reality check about having a baby. Few of them realize what a tremendous expense it is for the first year alone. Have them estimate what they think it will cost before giving them...
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WORKING WITH WORKBOOKS
Students work through problems in the textbook and teacher-made problems to reinforce the new learning. They turn in practice problems to instructor to be checked for accuracy and evidence of understanding
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What Can I Afford?
Students explore the concept of cell phone plans. In this cell phone plan instructional activity, students research the cost of cell phones. Students compare various cell phone plans and decide on which phone plan is best for them.
Wolters Kluwer
Business Owner's Toolkit: Steps to Take to Improve Cash Flow Management
This resource begins a discussion on preparing a cash flow budget. Click the links on the page to go to additional steps in preparing this budget or click the 'Next' button at the bottom of the page. This page also includes a...