Item Number: INT-BUDGET

Technology Integration: Business Studies, Language Arts, Math, Visual Arts

Technology Skill: Graphics, Spreadsheet, Word Processing

Program: Excel Online, Google, Google Docs, Google Drawings, Google Sheets, Office 365 Online, Word Online


Financial Literacy Lessons, Google Sheets or Excel Activities: TechnoBudget Teacher Guide, Printable Student Workbook, Paperless Worksheets, Personal Finance Extension Activities

Money Management Handouts and Assessment Tools: TechnoBudget Parent Letter, TechnoBudget Certificate, Budget Skill Summary, Spreadsheet Checklist, Spreadsheet Marking Sheet, Report Marking Sheet

Personal Finance Sample Files: Spreadsheet Workbook, Budget Report, Idiom

Assignment 1: Money Management and You

Introduce budgeting and rate money management style.

Assignment 2: An Unexpected Windfall

Explain a practical reason for a financial windfall. Select budget categories.

Assignment 3: Discover Spreadsheets

Learn spreadsheet terminology and practice basic skills.

Assignment 4: Calculate your Budget

Divide a budget into categories. Use AutoSum to calculate totals.

Assignment 5: Create a Pie Graph and Edit the Budget

Create a pie graph. Adjust the budget based on the amount allocated for each category.

Assignment 6: Create a Spending Plan Worksheet

Design a spending plan table. Calculate taxes, track totals, and show overspending.

Assignment 7: Plan a Shopping Spree

Visit online stores. Make purchasing decisions and record information in the spending plan table.

Assignment 8: Use a Bar Graph to Summarize Spending Plan

Create a bar graph of the spending plan. Examine the allocation of funds.

Assignment 9: Spreadsheet Checklist

Complete a checklist to examine the content of the spreadsheet workbook.

Assignment 10: Justify Financial Choices in a Report

Use Google Docs or Word to write a report. Support reasoning with graphs.

Financial Literacy Activities to Teach Money Management Skills

  • Compare Purchasing Options: Research to locate the best deal for an item.
  • Use Functions to Analyze Spending: Calculate sum, average, minimum, maximum, count.
  • Filter and Sort Data: Sort data alphabetically and numerically. Filter by condition or value.
  • Category Comparison Table/Graph: If-then formulas, sheet and absolute cell references.
  • Credit and Debt: Calculate the cost of borrowing and the time needed for repayment.
  • Consumer Awareness: Rate corporate responsibility.
  • Money Idioms: Use a drawing program to illustrate a popular saying about money.
Determine a Budget
Create a Spending Plan
Justify Financial Choices
Learn Money Management Skills

Financial Literacy and Money Management Activities using Spreadsheets

Motivate middle and high school students to understand money. Integrate budgeting activities into a personal finance, problem solving, graphing, or spreadsheet unit. Encourage real-word problem solving with practical tasks that require critical thinking.

  • Develop financial literacy
  • Determine a budget and create a spending plan
  • Problem solve to make decisions
  • Justify financial choices in a report
  • Understand credit and debt
  • Organize data in a spreadsheet using multiple sheets
  • Graph data in a pie, column/bar, or comparison chart
  • Format cells to make data easy to read
  • Calculate taxes, totals, and overspending using formulas
  • Sort and filter data, use if-then formulas

Customer Reviews

Develop financial literacy using a problem solving model. The personal finance unit has students build a budget and spending plan. They use spreadsheet lessons to organize, calculate, and graph data. A report is written to justify financial choices and share insights. Money management activities for middle and high school students.

Write a Review


Budget is a great assignment to teach them about Sheets, plus real life money management, they love that they are able to "shop". This will be my 3rd year teaching this assignment.

michele walker, whitney, whitney middle school


It has been a pleasure working with you over the past few years, but I am retiring after 27 years! I really enjoyed all the Techno products!

Frank Drew, Klamath Falls, OR, Mazama High School


I love the TechnoKids products! Very hands on and relevant to their lives. The addition of Google Docs into the curriculum is also wonderful!

Jenni W, Dowagiac, MI, USA, Dowagiac Middle School


This unit is a great unit on Google Sheets. It allowed my students to get familiar with a different aspect of Google apps. The instruction is very self-guided and worded in a way that they can easily understand.

Randi R, Dorr, MI, St Stanislaus Catholic School

I appreciate all that you do and I love the TechnoKids materials.

google sheets lessons reviewer

K. Moraes,
Poquessing Middle School,
Richboro, PA, USA

Other TechnoKids Intermediate Projects

Google Docs Package

A collection of Google Docs technology projects. Write stories, create presentations, design a newsletter, research information, graph data, and more.

View Details

Microsoft Plus Package

Project based activities for Microsoft Office. More than 40 projects that integrate technology into curriculum.

View Details

Office 365 Online Package

A collection of Office 365 Online technology projects. Write stories, create presentations, design a newsletter, research information, graph data, and more.

View Details

Microsoft Complete Package: Microsoft Plus + Office 365 Projects

Project based activities for Microsoft Office and Office 365 Online. More than 50 projects that integrate technology into curriculum.

View Details

Intermediate Projects