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In this unit you will learn about the different types of financial institutions and how to manually and electronically manage a checking account .

Back to Personal Finance Page


Timeline: This unit should take you 8 class days to complete. To the side of each assignment you will find a estimate of how many days the assignment should take you to complete. This should help you fill out your calendar for the quarter and your daily log.

Instructions: The PowerPoint is linked on this page. See the Banking and Checking three ring binder to get other materials needed.


Assignment 1: (1 day) View the following PowerPoint and answer the PowerPoint questions


Assignment 2: ( 3 days) Manual Checking Account Project
  • Need to schedule time with Mrs. Schluckebier at the beginning of this assignment

Assignment 3: (1 day) Test over Financial Institutions and Manual Checking Accounts

  • see Mrs. Schluckebier for a copy of the quiz

Assignment 4: (1.5 days) Introduction to Quicken & Scavenger Hunt
  • Need to schedule time with Mrs. Schluckebier at the beginning of this assignment

Assignment 5: (1.5 days) Quicken Project