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Grade 5 · Financial Literacy · Transactions and Budgets

Plan a Balanced Budget

A budget is a plan for money. It helps someone compare earnings with expenses and save toward a goal.

The big idea

Every budget choice affects what remains

If a club earns $120, spends $68.50 on supplies, and saves $20, it has $31.50 left for other expenses.

Work it through

Check the club budget

  1. 1. List total earnings: $120.00.
  2. 2. Add planned expenses and savings: $68.50 + $20.00 = $88.50.
  3. 3. Subtract: $120.00 − $88.50 = $31.50.
  4. 4. Adjust the plan if spending would exceed earnings.