The Money Management Project Pack includes PDF download files of:
Instructions/Questions and Answers Manual
Blank deposit slips
Checks for deposit simulation
Label templates for envelopes
Each exercise can stand on its own. For example: analyze a bill and answer questions. All tasks lead up to exercise #11 which combines all tasks together in a realistic simulation of completing a month’s finances.
Receiving bills in the “mail”
Paying bills with checks – watch out for the auto-pay bill!
Completing deposit slip
Completing register entries
Organizing the correct payment into the correct envelope
Reconciliation of checking account balance with bank statement
Complete the tasks as close to a real life simulation as the therapist/instructor desires!
The Money Management Project Pack provides the therapist/instructor with all the materials needed to lead one session or carry over the task for multiple sessions.
Part 1- Exercises #1-10: Analyze bills and answer questions. Part 2- Exercise #11: A Month’s Finances.