Business & Money management

Budgeting Spreadsheet

Submitted by Neil Marshall on Tue, 2014-03-18 17:50

Numeracy: Functional Maths - data handling, Functional Maths - measures, shape, money, MSS1/E2.1, MSS1/E2.2, MSS1/E3.1, MSS1/E3.2

Context: Business & Money management, Independent living

Level: E2, E3

Resource type: Interactive worksheet

Budgeting Spreadsheet: Students enter amounts into a self calculating spreadsheet to work out a persons budget for the month.
This resource is best used around the topic of budgeting and bank accounts. I used it alongside the excellent Barclays Money Skills site.
Students enter the items from the A student’s Spending for the Month into the Budgeting Spread sheet. This automatically calculates the totals and allows the student to think about the budget without the barrier some find in doing the maths.

Bank Account - no overdraft allowed!

Submitted by Laura Addamiano on Sat, 2014-02-08 16:43

Numeracy: Functional Maths - number, HD1/L2.1, N1/L2.1, N1/L2.2, N2/L2.10

Context: Business & Money management

Level: L2

Resource type: Worksheet or assignment

I have created this worksheet to assess learners in reading and extracting data, solving problems on budgeting expenses when standing orders, direct debits and wages are expected on different dates.

Bank Statement: mind the gaps.

Submitted by Laura Addamiano on Fri, 2013-10-18 10:21

Numeracy: Functional Maths - data handling, Functional Maths - number, HD1/L2.1, N2/L2.6

Context: Business & Money management

Level: L2

Resource type: Worksheet or assignment

I have created this worksheet to assess learners in operating with decimals and reading and extracting data from a table.

Editor’s note
With curriculum mapping and answer sheet.

Cash machine Functional English tasks

Submitted by Sue Cawdron on Thu, 2013-04-04 21:49

Literacy: Functional Skills English, General literacy / English

Context: Business & Money management, Independent living

Level: E1, E2, E3

Resource type: Discussion points, Reading comprehension, Worksheet or assignment

This resource arose from a conversation with a learner who had lost their debit card a number of times in the cash machine because they couldn’t read the screen fast enough.

I used it by discussing each of the screens with learners and then having them work through the reading text and the accompanying exercises.

Market Stall

Submitted by Ruth Read on Wed, 2013-02-13 15:20

Numeracy: Functional Maths, N1/E2.7, N1/E2.8, MSS1/E3.1, N1/E3.9, MSS1/E3.2, N1/L1.10, MSS1/L1.1, N1/L2.5

Context: Business & Money management, Retail Hospitality Customer service

Level: E2, E3, L1

Resource type: Assessment material, Investigation or project

I put this together to explore number calculations and word problems with a mixed group of adult learners, looking at estimating, ways of checking your calculations and ways of reversing calculations.

The learners really enjoyed discussing the idea of running a market stall (they worked in pairs) and came up with lots of ideas of things they could sell. I encouraged them to keep the number of items and the prices/costs simple – otherwise the maths got a bit out of hand!

Tax calculations 2012-2013

Submitted by Stella Jales on Mon, 2012-10-22 12:37

Numeracy: Functional Maths - measures, shape, money, Functional Maths - number, N2/L2.8, MSS1/L2.1, N2/L2.9

Context: Business & Money management, Employment skills & Public services

Level: L2

Resource type: Worksheet or assignment

An updated version of Gordon Noblett’s 2011 resource (see below). This version includes the correct tax allowances and information for 2012-13. It also includes an answer sheet. The original description is repeated below.

_Challenging and very functional worksheets where learner must complete the missing information and calculate the take-home pay etc. for various UK tax payers.

Numeracy: General numeracy / maths, Functional Maths - number

ESOL: General ESOL

Context: Business & Money management

Resource type: Worksheet or assignment

Level: E1, E2, E3

Great set of three differentiated Functional Maths task sheets for E1, E2 and E3. Originally written for ESOL Numeracy groups but suitable for all Entry Maths learners. The picture shows part of the E3 version.

All tasks are based on office equipment (pencils, hole punches, staplers, etc.). The focus is on number skills (counting, addition, subtraction, multiplication, division, rounding, simple fractions) but there is also a sprinkling of data handling and measure/money skills.

Beer, Barrels and Casks L2 Functional Maths

Submitted by Alexander Ross on Mon, 2012-09-24 10:54

Numeracy: General numeracy / maths, Functional Maths - measures, shape, money, Functional Maths - number

Context: Business & Money management, Catering Food Nutrition

Level: L2

Resource type: Worksheet or assignment

A functional skills activity based on production at microbrewery. Mostly covers measures and percentages. Includes a challenging extension section on calculating excise duty.

Editor’s note
Fully mapped to L1-2 Functional maths. Sorry have no time to create an answer sheet – volunteers welcome!
If your learners are E3-L1 try the equally good “Out for a drink” by the same author.

Literacy: General literacy / English, Writing: text focus (composition), Functional English - writing

Context: Business & Money management, News, Politics &Government items

Level: E3, L1, L2

Resource type: Revision material, Worksheet or assignment, Writing prompts

A functional skills practice writing task for English at E3-L2. Learners write to the Bayfords, recent winners of the £148m Euro Millions jackpot, suggesting what they could spend the money on to help others (or themselves!).

Could be linked to maths: examining costs, interest, odds of winning etc.

Shares game

Submitted by Keith Burnett on Sun, 2012-05-13 12:08

Numeracy: N2/L1.8, N2/L1.9, Functional Maths - number, N1/L1.7, N2/L1.10, N1/L2.3, N2/L2.7, N2/L2.8, N2/L2.9

Context: Business & Money management

Level: L1, L2

Resource type: Game

A set of cards that can be used to play a game where students have shares in a small company. Each group of three players receives ‘market updates’ in the form of cards that require them to divide a number in a ratio, or find the value of an amount given the value of part of the amount. Students are encouraged to keep full financial records.

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