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Unit: Banking, Budgeting, TaxesTEKS:The student uses mathematical processes with graphical and numerical techniques to study patterns and analyze data related to personal finance. The student is expected to:M.2A??Use rates and linear functions to solve problems involving personal finance and budgeting, including compensations and deductionsM.2B??Solve problems involving personal taxesM.2C??Analyze data to make decisions about banking, including options for online banking, checking accounts, overdraft protection, processing fees, and debit card/ATM fees.Academic Vocabulary:checking account savings account interest checkbook register canceled check outstanding check endorsement depositwithdrawalservice charge debit card credit cardinsufficient funds overdraft protection & fee Automated Teller Machine (ATM) bank statement bank reconciliation Federal Deposit Insurance Corporation mobile banking electronic funds transfer Annual Percentage Rate (APR) simple interest compound interest identity theft budget fixed expenses variable expenses short-term savings goals long-term savings goals impulse buying adjusted gross income base pay bonus comp(ensatory) time contract deductions unearned income earned income electronic time/attendance systems employee benefits entrepreneur exempt employee exemptions Federal WithholdingFederal Income Tax Return FICA Form W-2, W-4Form 1040, Form 1040A, Form 1040EZ gross pay/net pay hourly wage income minimum wage salary overtime paypay period paycheck stub payroll register progressive tax self-employment tax Medicare Social Security standard deductions take-home pay tax return taxable income withholding allowance MondayTuesdayWednesdayThursdayFriday2 Christmas and New Year Holiday3 Professional DayStudent Holiday4 M.2C? Checking vs. Savings Accounts , credit cards vs. debit cards5 M.2CWriting deposit tickets, checks, and balancing a check register6 M.2CCompare and contrast banking and online banking9 M.2CCompare/contrast 3 local financial institutions checking accounts, overdraft protection, ATM fees, and other fees 10 M.2CExplore Quicken given a scenario of writing checks, deposits, and balancing register with a bank statement11 M.2Ause rates and linear functions to solve problems involving personal finance 12 M.2Ause rates and linear functions to create a budget13 M.2A?use rates and linear functions to create a budget16No SchoolMLK Day17 M.2Ause rates and linear functions to solve problems involving compensations and deductions18 M.2Ause rates and linear functions to solve problems involving compensations and deductions19 M.2Bsolve problems involving personal taxes20 M.2Bsolve problems involving personal taxes23 M.2Bsolve problems involving personal taxes24 M.2B solve problems involving personal taxes25 Progress ReportUnit 6 TESTBanking, Budget, Taxes2627 ................
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