Creating a Personal Budget

11th GradeEconomics60 min

Learning Objective

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

Lesson Flow

Watch Video

5 min

7 Steps on How to Create a Budget

Great Lakes

Guided Notes

12 min

Key concepts students will learn:

  • The first step in creating a budget is to track your income and expenses using a money journal.

  • When determining your expenses, you should look back at your spending, budget for fixed expenses, and budget for variable expenses.

  • According to the 50-20-30 rule, 50% of your income should go to essential expenses, 20% should go to savings and debt, and 30% is for lifestyle choices.

Practice

18 min

12 questions • Multiple choice & Short answer

Exit Ticket

5 min

List three sources of income and three types of expenses that you have (or anticipate having) as a student. Then, estimate the amount for each item on a monthly basis.

Teacher Guide

Get the complete package:

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