Unit 6: Personal Finance
In this unit students will learn the basics of Microsoft Excel by exploring elements of personal finance. This unit is built for exploration and class discussion - I encourage you to let your students guide you and explore what they're interested in. There are five major lessons: Building Basic Budgets, Purchasing a Vehicle (getting a loan), Credit Cards, Saving for Retirement, and Buying a Home.
Prerequisite Units: all basic excel functions that has been taught in units 4 and 5
Materials needed: Computer (Microsoft Excel and/or Google Sheets)
Approximately 18 Days needed
Prerequisite Units: all basic excel functions that has been taught in units 4 and 5
Materials needed: Computer (Microsoft Excel and/or Google Sheets)
Approximately 18 Days needed
6.1: Building Basic Budgets
Lesson Resources
| Lesson 6.1 Guided Notes (Word) |
| Lesson 6.1 Complete (XSL) |
| Things to consider when building an Excel File (PPT) |
| Problem Set 6.1 (Word) |
| Problem Set 6.1 Solutions (Word) |
| Problem Set 6.1 Completed Excel File |
Lesson 6.1 Video |
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6.2: Purchasing a Vehicle (taking out a loan)
Lesson Resources
| Lesson 6.2 Guided Notes (Word) |
| Lesson 6.2 Complete (XLS) |
| Problem Set 6.2 (Word) |
| Problem Set 6.2 Completed Excel File |
| Problem Set 6.2 Solutions (Word) |
Lesson 6.2 Video |
|
6.3: Credit Cards
Lesson Resources
| Lesson 6.3 Guided Notes (Word) |
| Lesson 6.3 Complete (XLS) |
| Problem Set 6.3 (Word) |
| Problem Set 6.3 Solutions (Word) |
| Problem Set 6.3 Completed Excel File |
Lesson 6.3 Video |
|
6.4: How does Retirement work?
Lesson Resources
| Lesson 6.4 Guided Notes (Word) |
| Lesson 6.4 Complete (XLS) |
| Problem Set 6.4 Solutions (Word) |
| Problem Set 6.4 (Word) |
| Problem Set 6.4 Complete Excel File |
Lesson 6.4 Video |
|
Planning for Retirement Activity (after lesson 6.4)
This activity typically takes me 2 full class periods.
| Planning For Retirement Activity |
| Completed Excel File |
6.5: Mortgages (Home Loans)
Lesson Resources
| Lesson 6.5 Guided Notes (Word) |
| Lesson 6.5 Complete (XLS) |
| Problem Set 6.5 (Word) |
| Problem Set 6.5 Completed Excel File |
| Problem Set 6.5 Solutions (Word) |
Activities and Extra Resources
| Zillow Activity |
Lesson 6.5 Video |
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