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TEACHING AND LEARNING BALANCING A CHECKBOOK - BANK CHECKBOOK RECONCILIATION WORKSHEET LESSON PLAN - BALANCING A CHECKBOOK REGISTER ACTIVITY - BANK ACCOUNT STATEMENT SAMPLE RECONCILIATION PROCEDURE TEMPLATE EXAMPLE SHEET - RECONCILE USING A CHECKBOOK BALANCES LESSON PLANS MATH

 

BALANCING A CHECKBOOK - USING A BANK RECONCILIATION FORM

click to go to worksheet

 

This lesson is an introduction to checkbook balancing.  Teach and learn to balance your checkbook using a bank checking account reconciliation form..  Also, practice reading a monthly checking account statement.

 

LESSON LEARNED

 

Balance a checkbook using a reconciliation form.

 

Bank Reconciliation

 

OTHER SKILLS REINFORCED

Math - Addition, Subtraction

Checking

 

SUGGESTED

GRADE LEVELS

 

For anyone who wants to practice using a checking account reconciliation form.

 

 

 

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

 

 

WORKSHEET Instructions

 

This is a random worksheet.  Every time you select the worksheet, a NEW worksheet will be generated.

 

The worksheet has two sections.  The top section (first page) contains information from a bank's monthly checking account statement.  The bottom (second page) is the individuals' personal checkbook.  In addition, you need to also print out a copy of the checkbook reconciliation form.

 

Students need to reconcile the checkbook with the checking account statement, using the using the checkbook reconciliation form which will be used for the reconciliation.  Students should fill in the reconciliation form with the correct information.  The form includes the necessary steps for balancing the sample bank statement with the checkbook.

 

For teachers, an answer sheet is given that includes the information that would be found for a correctly filled-in reconciliation form.

 

 

WORKSHEET

 

This worksheet may be customized by the following settings,

including personalizing the worksheet with your own chosen name.

 

 

 

Number of Transactions

 

Number of digits after the decimal

 

Employee Name Random? 

 

You may personalize this worksheet with a name you

select by entering the name in the box below and removing

the check in the "employee name random" box above.

Employee Name

 

 

 

Note - Requires FULL Membership

 

This worksheet also requires a copy of the Checkbook reconciliation form.

 

 

 

GO BACK TO WORKSHEET INFO

 

 

 

 

 
 

 

SUGGESTIONS/COMMENTS
 
 
 

 

 

 

You may come back to these worksheet links more than once if your

students are having trouble mastering this concept, since

these are RANDOM worksheets. Every time you choose the

link (or press "refresh" on your browser) a NEW worksheet will be generated.

 

 

Balancing a Checkbook Worksheet

 

 

 

 

Back to Checkbook Balancing Lessons

 

 

 

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