AV Equipment: Overhead projector with overheads of a blank check register and a bank reconciliation form.
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1 Section 2 Financial Basics Title of Lesson/Subject: Manage Your Checking Account Prepared by: LaRee Misek Contact : address: laree.misek@sendit.nodak.edu Time Allotment: 2 weeks Grade: 8, 9 or 10 Key Economic Concepts: Manage your checking account Brief Description: Complete set of instructional materials designed to develop the skills needed to maintain a personal checking account. Students learn the complete checking account cycle from opening an account to making deposits, writing checks and reconciling bank statements. Objectives To understand terminology associated with a checking account To understand how to open a checking account To record data in your check register To write checks correctly To reconcile your bank statement To understand how to endorse a check To understand other banking services provided by the bank Introduction One of the safest and easiest ways to manage your money is through a checking account. When you begin work you will have a regular source of income, but you will also have bills and other expenses. With a checking account you can write checks for the exact amount of your bills and pay them by mail. This simulation will help you learn the complete checking account cycle. You will learn how to open an account, make deposits, write checks, reconcile your statement and other banking services such as ATM, debit card, and electronic bill payment. Materials needed Your Checking Account simulation which can be seen at This simulation can be ordered from Internal Training Services. (Local banks will provide the funds for this) Pen, pencil, calculator AV Equipment: Overhead projector with overheads of a blank check register and a bank reconciliation form. Lesson Outline: Day 1 Question to ask: What are the advantages of having a checking account?
2 What are some of the responsibilities associated with having a checking account What are some other ways of playing bills instead of using a personal check? Advantages/disadvantages of each? What is a signature card? What is a deposit slip/ticket? What is the difference between coin and currency? Opening a checking account signature card Making a deposit Routing number on a check Why should you never leave any lines blank on a check that you write? Review spelling of numbers. Why should you sign your checks in the same style of handwriting? Why should checks always be written in ink? Writing Checks Proper penmanship of numbers Day 2 What are some problems that might happen when you don t fill out your check register properly? Are deposits added or subtracted from the balance? Are checks written added or subtracted from the balance? Keeping checkbook records What does it mean to endorse a check? What are the three most common endorsements? What should you do if your checkbook is lost or stolen? When should a blank endorsement not be used? Study sheet Endorsing checks Day 3 Questions to ask? What is the purpose of the bank statement? What is a service charge? Why isn t the checkbook balance the same as the balance on the bank statement What is an outstanding check? What is a cancelled check?
3 How often should the checkbook be reconciled? Talk about errors which cause a checkbook not to balance. Reconciling the bank statement. Day 4 Start Record the transactions for January. Work step by step through the bank reconciliation. * You may not go on to the next months transactions until your reconciliation is correct. Day 5 Go over an ATM withdrawal. Record transactions for February Answer questions on February reconciliation. Day 6 Go over insufficient funds. Record transactions for March Record transactions for April Day 7 *You will not write any more checks or fill out deposit tickets. *For the next 4 months you will continue to record each transaction in your check register. *Go over loan payment that is automatically deducted from your account at the beginning of each month. Record transactions for May for June * Remember to deduct your car loan. Go over pay by phone Go over stop payment
4 Record transactions for June Day 8 Go over a debit card Talk about a wire transfer. Go over web account Record transactions for July Record transactions for August Day 9 Finish any transactions that are not completed. Check Sheet Complete the check sheet and put everything in your packet and hand in to your instructor. Review Day 10 Test Check your Checkbook Skillls (included in the simulation) Day 11 Practical Evaluation (checks to see if they can find the information) CHECKSHEET Highlight each balance that agrees with your reconciliation balance. Make sure each check is written properly. Make sure each memo on the check is filled in Check to see if your check register has the second line filled in. Did you include the word AND when you wrote the amount of your check in words?
5 PRACTICAL EVALUATION 1. Check 120 was written to whom? 2. How many outstanding checks did you have in May? 3. What was check 110 written for? 4. What checks were outstanding at the end of August? 5. How much money did you get for your birthday through a wire transfer? 6. How much did you deposit on April 25? 7. How much did you spend on Amtrak tickets? 8. How much was the stop payment fee for stopping the payment on check 141? 9. How much is your preauthorized car payment each month? 10. What is the balance in your checkbook on June 15? 11. How much was the deposit on April 30? 12. List the checks that were outstanding on the May bank statement. 13. Check #123 was used to pay what type of bill? 14. How much cash did you take with you from your deposit on January 31? 15. What was the amount of check 130? 16. What is the balance in your checkbook on August 22?
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