Lesson Plan

Spending Story Lesson Plan

Students will track and categorize their real-life spending over a week and analyze patterns to understand budgeting basics and set informed saving goals.

This lesson builds foundational money management skills by connecting students’ everyday spending to budgeting concepts, promoting responsible financial behavior early on.

Audience

Time

Approach

Materials

Prep

Prepare Materials

10 minutes

Step 1

Warm-Up

10 minutes

Step 2

Main Activity

25 minutes

Step 3

Reflection & Discussion

10 minutes

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Slide Deck

My Week of Spending

What Is Spending?

Common Spending Categories

Brainstorm: Your Weekly Expenses

Sample Weekly Expenses

How to Use Your Spending Log

Let’s Get Started!

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Worksheet

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What’s Your Spending Story?

Kimberly Johnson

Tier 1
For Schools
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