Suggested Lesson Plan
for this Checkbook Worksheet
Materials:
How to balance a
checkbook information
Checkbook
reconciliation form
Reconciliation Worksheet
(see below).
Prerequisite:
Students should already be familiar with
writing checks and entering transactions into their check
register. If not, see our check
writing lesson plans category for beginning check writing
material.
Process:
Begin with a lesson on why we need to balance our
checkbook. See the how to
balance a checkbook information page.
Next, review the
checkbook reconciliation form with students. This form is
often found on the back of your bank statement. It is used to help
balance your checkbook every month.
Print out the worksheet
below, and using the reconciliation form, step through a sample
checkbook balancing procedure. After walking through a sample
monthly balancing, print a new worksheet for the
students to attempt to balance their own account (every time you
select a worksheet, a new random one is generated).
Questions for discussion:
Why do we balance our checkbook?
Why is it good to keep our checkbook updated?
What might happen if we don't keep our checkbook
balanced?
Vocabulary:
Checkbook
Check
Checkbook reconciliation
Bank fees
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