Budgeting Basics

12th GradeSocial Studies75 min

aligned to General Ss.ms.9-12.1

Learning Objective

I can create a personal budget that tracks income, expenses, and savings.

Lesson Flow

Watch Video

6 min

Budgeting Basics!

Two Cents

Guided Notes

15 min

Key concepts students will learn:

  • According to a 2016 Gallup poll, only 32% of couples keep a written budget of any kind.

  • When creating a budget, it is important to categorize your expenses into 5 categories: Essentials, Security, Goals, Lifestyle, and Discretionary.

  • To make your budget stick, you should write it down, update it, and use advanced technology such as budgeting apps.

Practice

23 min

12 questions • Multiple choice & Short answer

Exit Ticket

5 min

Creating and sticking to a budget can be a challenge. One way to meet the challenge is to set a financial goal for yourself; something you want to spend money on that you can save towards. Set a big financial goal for yourself (how big is individual: is it for a new PlayStation, a car, or a house? Maybe it's for a new bike, or a top-of-the-line fishing rod. Any goal is a good goal!) and explain how you will save money towards meeting that goal.

Teacher Guide

Get the complete package:

  • Answer keys for all questions
  • Differentiation strategies
  • Extension activities
  • Printable student handouts