Personal Financial Literacy TEKS Unit | Budgeting, Tax, and Interest Notes

Rated 4.86 out of 5, based on 160 reviews
160 Ratings
Maneuvering the Middle
Grade Levels
7th, Homeschool
Resource Type
Formats Included
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  • Google Apps™
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What educators are saying

Used this with the seller's activity bundle. Organized well and formatted nicely with a lesson and then individual work for each concept.
This was a great resource for teaching financial literacy. The examples were clear and appropriate. My students could relate to the scenarios and examples and were engaged throughout this unit.


An 11-day Personal Financial Literacy TEKS-Aligned complete unit including: personal budgets, minimum household budgets, sales and income tax, simple and compound interest, net worth, and monetary incentives.

Students will practice with both skill-based problems, real-world application questions, and error analysis to support higher level thinking skills. You can reach your students and teach the standards without all of the prep and stress of creating materials!

Standards: TEKS: 7.13A, 7.13B, 7.13C, 7.13D, 7.13E, 7.13F; This unit is not available in a CCSS-aligned version. This content is only currently available aligned to 7th grade TEKS. It is not a part of the 7th grade Common Core Standards.

Learning Focus:

  • solve real-world problems involving personal and family budgets and net worth
  • calculate simple and compound interest
  • solve real-world problems involving income tax, sales tax, and monetary incentives

More details on what is included:

1. Unit Overviews

  • Streamline planning with unit overviews that include essential questions, big ideas, vertical alignment, vocabulary, and common misconceptions.
  • A pacing guide and tips for teaching each topic are included to help you be more efficient in your planning.

2. Student Handouts

  • Student-friendly guided notes are scaffolded to support student learning. 
  • Available as a PDF and the student handouts/homework/study guides have been converted to Google Slides™ for your convenience.

3. Independent Practice

  • Daily homework is aligned directly to the student handouts and is versatile for both in class or at home practice. 

4. Assessments

  • 1-2 quizzes, a unit study guide, and a unit test allow you to easily assess and meet the needs of your students.
  • The Unit Test is available as an editable PPT, so that you can modify and adjust questions as needed.

5. Answer Keys

  • All answer keys are included.

***Please download a preview to see sample pages and more information.***

How to use this resource:

  • Use as a whole group, guided notes setting
  • Use in a small group, math workshop setting
  • Chunk each student handout to incorporate whole group instruction, small group practice, and independent practice.
  • Incorporate our Personal Financial Literacy Activity Bundle for hands-on activities as additional and engaging practice opportunities.

Time to Complete:

  • Each student handout is designed for a single class period. However, feel free to review the problems and select specific ones to meet your student needs. There are multiple problems to practice the same concepts, so you can adjust as needed.

Is this resource editable?

  • The unit test is editable with Microsoft PPT. The remainder of the file is a PDF and not editable.

Looking for hands-on classroom activities?

  • Check out the corresponding Personal Financial Literacy Activity Bundle, which includes activities like scavenger hunts, find it and fix its, mazes and more to allow students to engage and practice the concepts. Win-win!

More 7th Grade TEKS-Aligned Units:

Unit 1: Numbers and Operations

Unit 2: Equations and Inequalities

Unit 3: Proportionality

Unit 4: Linear Relationships

Unit 5: Plane Geometry and Similarity

Unit 6: Surface Area

Unit 7: Volume

Unit 8: Probability

Unit 9: Data and Statistics

Unit 10: Personal Financial Literacy

More 7th Grade Activity Bundles:

Unit 1: Numbers and Operations

Unit 2: Equations and Inequalities

Unit 3: Proportionality

Unit 4: Linear Relationships

Unit 5: Plane Geometry and Similarity

Unit 6: Surface Area

Unit 7: Volume

Unit 8: Probability

Unit 9: Data and Statistics

Unit 10: Personal Financial Literacy

Looking for more helpful teaching tips, ideas, and support? Check out and join our online FB community MTM VIPS! 

Try out a FREE math resource! Grab your freebie here!


This file is a license for ONE teacher and their students. Please purchase the appropriate number of licenses if you plan to use this resource with your team. Thank you!

Customer Service:

If you have any questions, please feel free to reach out for assistance.  We aim to provide quality resources to help teachers and students alike, so contact me before leaving feedback if you have a need. 

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