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iRubric: BUDGET PROGRESS ASSESSMENT rubric

iRubric: BUDGET PROGRESS ASSESSMENT rubric

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BUDGET PROGRESS ASSESSMENT 
My Financial Plan: The Final Project
You will create, adjust, and work with a personal budget for the first two of the next four weeks. Your grade will be determined according to the guidelines below. If you have any questions, please ask your teacher.
Rubric Code: R4XCX4
By beowulf
Ready to use
Public Rubric
Subject: Math  
Type: Project  
Grade Levels: 9-12

Powered by iRubric Financial Planning Forms
Below are the items you will be responsible for completing.
  Under-developed

Too much is missing from your portfolio.

20 pts

Developing

You have an idea of what you should do, but you are in a learning stage as noted below

30 pts

Developed

You understand the planning processes and have used them with some errors as noted below.

40 pts

Exemplary

Your portfolio has all required papers, and you understand financial planning. There are no errors.

50 pts

MONTHLY BUDGET FORM
15 %

You will use the Monthly Budget form to control your money. There should be two: July and August
Under-developed

FOLDER INCLUDES:
THERE IS NO MONTHLY BUDGET FORM AND/OR THERE ARE 5 OR MORE ERRORS.
Developing

FOLDER INCLUDES:
1. ONLY 1 MONTHLY BUDGET FORM
AND/OR THERE ARE NO MORE THAN 4 ERRORS.
Developed

FOLDER INCLUDES:
2 MONTHLY BUDGET FORMS: JULY & AUGUST
2. AT LEAST 1 FORM INCLUDE ADJUSTMENTS WHERE NEEDED.

3. THERE ARE NO MORE THAN 3 ERRORS.
Exemplary

FOLDER INCLUDES;
1. 2 MONTHLY BUDGET FORMS: JULY AND AUGUST
2. EACH BUDGET FORM HAS BEEN ADJUSTED AS NEEDED.

3. THERE ARE NO ERRORS.
FINANCIAL GOALS
5 %

There is a Short-Term goal on the goal sheet and must be 6 weeks to 3 months time-bound.
Under-developed

FOLDER INCLUDES:
NO SHORT-TERM GOAL
Developing

FOLDER INCLUDES:
A SHORT-TERM GOAL

THE GOAL IS LESS THAN 6 WEEKS AND/OR THE GOAL IS INCOMPLETE

THE GOAL MEETS HALF OR LESS OF THE SMART CRITERIA
Developed

FOLDER INCLUDE:
A SHORT-TERM GOAL

THE GOAL IS 6 WEEKS TO 3 MONTHS

THE GOAL DOES NOT MEET SMART STANDARDS AND/OR IS NOT INCLUDED IN AUGUST BUDGET
Exemplary

FOLDER INCLUDES:
A SHORT-TERM GOAL AND MEETS ALL SMART STANDARDS

THE GOAL IS INCLUDED IN THE AUGUST BUDGET
CALCULATIONS
5 %

There will be at least 4 blocks in which you have calculations showing your work.
Under-developed

FOLDER INCLUDES:
1. NO CALCULATION FORMS AND/OR THERE ARE MORE
Developing

FOLDER INCLUDES:
1. 1 CALCULATION FORM BUT NO MORE THAN 1 BOX HAS BEEN COMPLETED
Developed

FOLDER INCLUDES:
1. 1 CALCULATIONFORM BUT NO MORE THAN 3 BOXES HAVE BEEN COMPLETED
Exemplary

FOLDER INCLUDES:
1. 1 CALCULATION FORM AND AT LEAST FOUR BOXES HAVE BEEN COMPLETED.
Check Register
15 %

A Check Register showing two completed months: July and August
Under-developed

FOLDER INCLUDES:
NO CHECK REGISTER
Developing

FOLDER INCLUDES:
CHECK REGISTER BUT IS INCOMPLETE FOR JULY AND OR AUGUST

BALANCE DOES NOT MATCH BUDGETS
Developed

FOLDER INCLUDES:
CHECK REGISTER BUT IS INCOMPLETE FOR AUGUST
AND/OR BALANCE DOES NOT MATCH BUDGET(S)
Exemplary

FOLDER INCLUDES:
CHECK REGISTER IS COMPLETE FOR JULY AND AUGUST

THE FINAL BALANCE AGREES WITH BOTH BUDGETS
Checks
5 %

Checks that were written to pay July and possibly August bills.
Under-developed

NO CHECKS WERE INCLUDED
Developing

CHECKS WERE INCLUDED BUT DO NOT MATCH BUDGET AND/OR CHECK REGISTER AND/OR

THERE IS NO MORE THAN 1 ERRORS PER CHECK
Developed

CHECKS WERE INCLUDED AND MATCH BUDGET AND CHECK REGISTER

THERE WERE NO MORE THAN 1 ERRORS PER CHECK
Exemplary

CHECKS WERE INCLUDED AND MATCH BUDGET AND CHECK REGISTER

THERE ARE NO ERRORS



Keywords:
  • Financial Budget

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