How to Create a Monthly Budget

How to Create a Monthly Budget is a special education life skills activity and worksheet that teaches financial literacy to middle school and high school students. This step-by-step personal finance activity uses clear and simple language to teach students how to create a monthly budget by listing their monthly expenses, including housing, food, transportation, and entertainment. This money management activity and worksheet will engage your students with age-appropriate graphics, relatable dialog, and real-world scenarios.

Number of Pages: 42   File Format: PDF (color and black-and-white)  Grade Levels: 7th – 12th, Adult Education, Homeschool

$4.99

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  • This activity covers budgeting for bills such as rent, groceries, and transportation and saving money for future expenses such as emergencies, personal savings, and vacations.
  • It covers forecasting monthly expenses like housing, utilities, food, and transportation.
  • How to calculate the difference between forecasted expenses and actual monthly expenses.
  • Identifying and managing variable expenses, such as eating out and transportation.
  • This personal financial literacy worksheet allows students to utilize all the information in the activity to create a monthly budget.
  • 87 Multiple-choice reading comprehension questions (answers included)
  • This activity can be part of a comprehensive financial literacy curriculum or a standalone aid.
  • This life skills activity contains step-by-step instructions, reading comprehension questions to reinforce learning and collect data, an answer key, age-appropriate graphics, real-world examples, and ideas for implementation.
Why Use

This resource is designed to help teens and adults develop independent living skills in various settings, such as home, school, work, or the community.

Intended User

This life skills resource can be used by parents, caregivers, special education teachers, therapists, clinicians, and coaches to promote independence in teens and adults.

Where to Use

This life skills resource is ideal for middle and high schools, at-home learning, life skills programs, one-on-one therapy, adult transition programs, social skills groups, adult day centers, and autism life skill centers.

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How to Create a Monthly Budget is a step-by-step life skills resource activity that teaches students to summarize their income, set savings goals, and identify monthly expenses.How to Create a Monthly Budget
$4.99
Get 25% off when you buy 3 or more resources!