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Excel Lesson Plan
School Supplies Budget

Assignment: Each student has $65.00 dollars to spend for school supplies. Students will keep some supplies for their own use and donate some to students in other classes. Students should purchase as much as they can up to the $65.00 limit without going over.

Students create a budget using a spreadsheet showing how much they have to spend (allowance), and how much each item costs (expenses). Students use the autosum formula to calculate the total expenses. Students use a simple formula to subtract total expenses from the allowance to show how much money is left over (money left over).

Download: excel-school-supplies-budget-finished-example.xlsx

Excel School Supplies Budget Finished Example:

Excel - School Supplies Budget Finished Example:

Assignment Requirements:

  1. Students buy school supplies and spend up to the limit without going over.
  2. Students create a budget showing allowance, total expenses, and money left over.
  3. Students must use the "SUM" formula to calculate total expenses.
  4. Students use a simple subtraction formula to calculate money left over.
  5. Student's final budget must include a chart showing the expenses.

Excel Mini-Course in 4 Minutes:

Quickly learn the essentials you need for this lesson with these short, focused video tutorials. Watch all the videos to see how to create a budget and chart from start to finish or just watch the ones you need.

Download: excel-school-supplies-price-list.pdf

Excel - School Supplies Price List

Students choose school supplies from this list. Students try to spend more than $64.00 and less than $65.00.

Excel - School Supplies Price List

Students Learn and Practice
the Following Basic Spreadsheet Skills:

  • Creating and formatting a spreadsheet title using "merge and center"
  • Entering data in columns and rows
  • Using the simple formula "Autosum" to automatically calculate total expenses
  • Using a subtraction formula to calculate money left over (allowance - total expenses)
  • Formatting numbers as currency and adding $ signs.
  • Creating a chart using the expense data entered.
  • Using different colors for chart segments to improve visual presentation
  • Creating, sizing, and positioning the chart to fit on a single page with the data
  • Searching, inserting, sizing, and positioning clipart or pictures
  • Using print preview and printing

Download: rubric-for-spreadsheet-with-chart.pdf

Excel Spreadsheet Rubric for Grading Assignments

Excel Spreadsheet Rubric for Grading Assignments

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