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Plan and Budget

Learn to make good financial decisions by analyzing long-term spending, researching and comparing costs, and planning for major purchases.
Start Add to class
Time to complete

timer 7 - 9 hours

Suitable for

Middle and High School

Skills covered
  • Conditional formulas
  • Data analysis
  • Organizing data
Using
  • Maps
  • Search
  • Sheets
Lesson plans
Rubric
Lessons
Lesson 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. assessment Make a Long-Term Spending Decision Activity Reflection
Lesson 2: Develop a Budget
  1. play_circle_filled Develop a Budget
  2. play_circle_filled Copy Data and Create a Summary Table
  3. play_circle_filled Calculate Total Expenditures
  4. play_circle_filled Categorize Expenditures
  5. play_circle_filled Label and Calculate Category Totals
  6. play_circle_filled Use Data Validation to Make Your Spreadsheet More Reliable
  7. play_circle_filled Visualize the Data and Make Decisions
  8. play_circle_filled Develop a Budget Wrap Up
  9. assessment Develop a Budget Activity Reflection
Lesson 3: 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. assessment Research Car Loans Activity Reflection
Lesson 4: Plan a Vacation
  1. play_circle_filled Plan a Vacation
  2. play_circle_filled Set Up Your Spreadsheet and Start Your Research
  3. extension Research Your Trip
  4. assessment Plan a Vacation Activity Reflection
Lesson 5: Unit Wrap Up
  1. play_circle_filled Budgets: Life Has Many Financial Decisions
  2. assessment Plan and Budget Reflection