Item Number: INT-BUDGET
Technology Integration: Business Studies, Language Arts, Math, Visual Arts
Technology Skill: Graphics, Spreadsheet, Word Processing
Program: Microsoft Office, Word, Excel, Paint, Google, Google Docs, Google Sheets, Google Drawings, Office Online, Word Online, Excel Online
FINANCIAL LITERACY LESSON PLANS: Hooked by simulating an online shopping spree, students determine a budget and a spending plan. Following step-by-step instructions, they build advanced spreadsheet skills, problem solve, and justify their choices in a final report.
ENGAGING MONEY MANAGEMENT ACTIVITIES FOR MIDDLE SCHOOL: Capture the interest of students with authentic, meaningful lessons in personal finance. Promote life skills – planning, decision making, critical thinking, and making connections. Teach data organization, graphing, sorting and filtering, and calculations using formulas.
STEM AND CTE INTEGRATION: Blend Math curriculum objectives with Technology. Prepare students for future careers with essential, real world skills.
READY-MADE RESOURCES FOR BUSY TEACHERS: Teach TechnoBudget tomorrow with all the resources you need – Teacher Guide, Student Workbook, assessment tools, skill summary, sample files, and optional extension activities for extra challenges.
Assignment 1: Money Management and You
Realize the importance of budgeting. Rate money management style.
Assignment 2: An Unexpected Windfall
Invent a practical reason for a financial windfall. Establish budget categories.
Assignment 3: Discover Spreadsheets
Work with columns, rows, and cells to arrange data in a worksheet.
Assignment 4: Calculate your Budget
Divide a budget into categories. Compute totals using AutoSum.
Assignment 5: Create a Pie Graph and Edit the Budget
Analyze the budget using a chart. Allocate funds to meet criteria set for each category.
Assignment 6: Create a Spending Plan Worksheet
Build a table that calculates taxes, track totals, and uses conditional formatting.
Assignment 7: Plan a Shopping Spree
Determine items to purchase by visiting online stores. Record information in the spending plan.
Assignment 8: Use a Bar Graph to Summarize Spending Plan
Create a graph. Modify the labels, layout, style, and legend. Scrutinize the distribution of funds.
Assignment 9: Spreadsheet Checklist
Verify the content of the budget, spending plan, and chart sheets. Print the workbook.
Assignment 10: Justify Financial Choices in a Report
Prepare a report that explains the budget and spending plan. Support reasoning with graphs.
Financial Literacy Lesson Plans to Teach Money Management
- 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.
Use TechnoBudget with unlimited users at your site. A site is a physical location such as classroom, school, learning center, daycare, library, or home. If you teach at multiple sites, you will need to purchase one set for each location. Individual projects are downloadable. Order 5 or more projects or a set and receive a USB drive. Transfer the files to all devices at your site. View the PDF teacher guides and workbooks digitally or print as many as you need. Files CANNOT be posted in public domain.