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BUDGET PROGRESS ASSESSMENT

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: YA2326

By DebVteach

Ready to use

Public Rubric

Subject: Math

Type: Project

Grade Levels: 9-12

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

Subjects:

Math

Types:

Project

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