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Financial Literacy Grade 4-5

Financial Literacy: Budgeting: Planning How to Spend

Making smart plans for saving, spending, and sharing money

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Practice making budgets, comparing choices, and planning how to use money wisely.

Read each problem carefully. Show your thinking and explain your choices in the space provided.

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Making smart plans for saving, spending, and sharing money

Financial Literacy - Grade 4-5

Instructions: Read each problem carefully. Show your thinking and explain your choices in the space provided.
  1. 1

    Mia gets $12 for helping with chores. She wants to save $5, spend $4 on a book, and donate $2. How much money will she have left after following her plan?

  2. 2

    A budget is a plan for how to use money. Write one sentence explaining why making a budget before spending can be helpful.

  3. 3

    Jay has $20. He needs to buy a school notebook for $4 and lunch for $6. He wants to buy a toy car for $8. If he buys all three items, how much money will he have left?

  4. 4
    A budget model showing money divided among snacks, a gift, savings, art supplies, and a small unplanned amount.

    Look at this weekly budget: Income $25, snack $5, gift for friend $8, savings $7, art supplies $3. How much money is planned for spending and saving altogether, and how much is left unplanned?

  5. 5
    A soccer ball, a piggy bank, and groups of coins showing a saving-over-time plan.

    Lena wants to buy a soccer ball that costs $18. She has $6 now and can save $4 each week. How many weeks will it take her to have enough money?

  6. 6
    A winter coat, video game device, pencils, movie ticket, and lunch tray.

    Sort each item as a need or a want: winter coat, video game, pencils for school, movie ticket, lunch.

  7. 7

    Omar has $15 to spend at the school fair. Ride tickets cost $6, a snack costs $4, and a game costs $3. He also wants to save at least $2. Can he buy all three fair items and still meet his savings goal?

  8. 8

    A class is planning how to use $40 for a small party. They budget $15 for snacks, $10 for drinks, $8 for decorations, and $5 for games. Is their budget balanced, over budget, or under budget?

  9. 9

    Nora has $30. Plan a simple budget that includes at least $5 for savings, at least $3 for giving, and some money for spending. Your amounts must add to $30.

  10. 10
    A four-bar graph comparing savings, games, snacks, and gifts, with the savings bar tallest.

    A bar graph shows how Ben plans to use $24: $10 for savings, $6 for games, $4 for snacks, and $4 for gifts. Which category gets the most money, and how much more is it than the gift category?

  11. 11

    Tasha planned to spend $7 on a craft kit and save $5 from her $14 allowance. Then she found out she must pay $4 for a field trip. How can she change her budget so she does not spend more than $14?

  12. 12
    Three money jars with coins, shown with icons for spending, saving, and sharing.

    Eli uses three jars labeled Spend, Save, and Share. He puts $6 in Spend, $5 in Save, and $2 in Share. What is the total amount of money in the jars?

  13. 13

    Rina earns $9 each week for 4 weeks. She wants to save half of her total earnings. How much will she earn in all, and how much should she save?

  14. 14

    A school club has $50. They must spend $20 on supplies. They want to spend $18 on posters and $15 on snacks. Are the posters and snacks both possible after buying supplies? Explain.

  15. 15

    Create a budget for $16 of allowance. Include money for saving and money for spending. Explain why your plan is a good choice.

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