How do I plan a simple budget?

Money themes:

  • Everyday numeracy
  • Budgeting

This topic explores how to create a budget and how key financial documents can be used to monitor expenses and income. View all the resources below. You can download the printouts and presentation in one go using this button.

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Ilustration showing a father, mother, daughter and son
Curriculum links:
Maths | PSHE | Citizenship

Flipped learning bundle

Set your pupils the How do I plan a simple budget? interactive activity as homework then follow up in class with the other resources below. Use the lesson plan to support delivery.
Interactivity activity for How do I plan a simple budget?
  • Interactive activity:

  • How do I plan a simple budget?

  • Using the interactive quizzes and video, pupils will explore financial documents and how to create a budget.
Lesson plan for How do I plan a simple budget?
  • Lesson plan:

  • How do I plan a simple budget? (flipped learning resources)

  • Use this lesson plan within the How do I plan a simple budget? resources.
Activity sheet for How do I plan a simple budget?
  • Activity sheet:

  • Bank statements

  • Discover more about bank statements by answering key questions about the information they contain.
Presentation for How do I plan a simple budget?
  • Presentation:

  • How do I plan a simple budget?

  • Use this presentation to support the How do I plan a simple budget? flipped learning resources.

Interactive activity for How do I plan a simple budget?
  • Interactive activity:

  • Creating a budget

  • In this interactive activity, pupils will need to identify amounts on financial documents to stay within a family’s budget.

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