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Plan and Budget

Research and collect data about a long-term, contractual purchase, like a cell phone and data plan.
Time to complete

timer 5 - 7 hours

Suitable for

Middle and High School

Skills covered
  • Spreadsheet formulas
  • Analyze data
  • Using data
Lesson plans keyboard_arrow_right
Rubric keyboard_arrow_right
Activity 1: Make a Long-Term Spending Decision
  1. play_circle_filled Budget to Make Good Financial Decisions
  2. play_circle_filled Long-Term Spending Decisions
  3. play_circle_filled Research and Collect Data
  4. play_circle_filled Research Costs
  5. play_circle_filled Add Rows and Duplicate Formulas
  6. play_circle_filled Use Data to Inform a Decision
  7. play_circle_filled Using Formulas to Inform Decisions
  8. play_circle_filled Make a Long-Term Spending Decision Activity Reflection
Activity 4: Research Car Loans
  1. play_circle_filled Introduction to Car Loans
  2. play_circle_filled Loan Terms and APR
  3. play_circle_filled Create a Loan Amounts Table
  4. play_circle_filled Absolute Values and Currency Formatting
  5. play_circle_filled Calculate Totals for Interest and Amount Paid
  6. play_circle_filled Research Cars in Your Price Range
  7. play_circle_filled Car Loans Wrap Up
  8. play_circle_filled Research Car Loans Activity Reflection
Activity 5: Plan for a Spring Break Vacation
  1. play_circle_filled Plan a Spring Break Vacation
  2. play_circle_filled Set Up Your Spreadsheet and Start Your Research
  3. play_circle_filled Research Your Spring Break Trip
  4. play_circle_filled Spring Break Wrap Up
  5. play_circle_filled Plan for a Spring Break Vacation Activity Reflection
Activity 6: Unit Wrap Up
  1. play_circle_filled Budgets: Life Has Many Financial Decisions
  2. play_circle_filled Plan and Budget Reflection