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EconEdLink: Using an Excel Checkbook

Example Web Site and/or Technical Equipment Required


Website Example:

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Computer(s), Internet access, projector, spreadsheet software

Activity Description

In this lesson, students will use a check register template to enter fictitious transactions. They will also be given a bank statement to reconcile their checkbook with. Your students will enjoy the ease of using technology to make banking easy, but gain the concepts of determining the adjusted bank and checkbook balances.


  1. Go the the teacher's lesson plan (see the Web Site Example above), select View Student Version (on the right side of the page) and Print this lesson (also on the right) for your students.
  2. Save the Check Register Template (provided under Resources) on each student computer.
  3. Print a copy of the Checkbook Guide (provided under Process) for each student.
  4. Review the teacher's lesson plan.
  5. Be sure students are familiar with the following before conducting this lesson: basic spreadsheet terminology (rows, columns, functions, etc.); how to enter information in a spreadsheet; knowledge of basic functions (addition, subtraction); basic computer and Web navigation.


Distribute copies of the student version of the lesson and follow the lesson plan outlined in the Web Site Example shown above.

Teacher Tips

If you do not have Microsoft Excel, you can download Open Office for free or use Google Docs spreadsheet program.

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EconEdLink offers 425 free online economic and personal finance lessons.


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Basic Communication

  • (1.8) Demonstrate financial literacy skills
  • (1.5) Understand how to manage household finances
  • (1.4) Understand methods and procedures to obtain housing and related services
  • (1.1) Use measurement and money

Basic Communication

  • (5.8) Understand concepts of economics

Basic Communication

  • (6.1) Compute using whole numbers
  • (6.4) Compute with percents, rate, ratio, and proportion
  • (6.6) Demonstrate measurement skills
  • (6.7) Interpret data from graphs and compute averages

Basic Communication

  • (7.2) Demonstrate ability to use critical thinking skills
  • (7.3) Demonstrate ability to use problem-solving skills
  • (7.7) Demonstrate the ability to use information and communication technology
  • (7.5) Understand aspects of and approaches to effective personal management

Basic Communication

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OTAN activities are funded by contract CN200091-A2 from the Adult Education Office, in the Career & College Transition Division, California Department of Education, with funds provided through Federal P.L., 105-220, Section 223. However, OTAN content does not necessarily reflect the position of that department or the U.S. Department of Education.