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Budgeting presentation

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Banking Budget Project

Banking Budget Project

Published in: Education, Technology, Business

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  • 1. Virtual Business® Creative Project Budgeting PresentationObjectiveCreate a Power-Point presentation to display the principles of budgeting.DirectionsUsing the My Budget worksheets contained in this packet, your fist assignment is tocreate a budget for yourself as if you’ve recently graduated from college and are on yourown. The following slides should be included in your presentation: 1. Title Page: My First Year After College 2. My College Days: Tell us about the college you attended and the degree you received. 3. My Job: Tell us about your joband job title. http://www.bls.gov/OCO/ 4. My Income: What are you Monthly Income and Take Home Pay? Complete the table below: 1. Annual Salary Subtract: 2. 15% Federal Income Tax (.15 x Annual Salary) 3. 7.65% Social Security & Medicare (.0765x Annual Salary) 4. Net Annual Salary (Line 1minus L.3 & 4) 5. Monthly Salary (Divide Line 4 by 12) 5. My City: I live in ________________. Pictures, Landmarks, and Attractions.
  • 2. Budgeting Presentation Page 2 6. My Housing: House, Apartment, Duplex, etc…Include pictures, square feet, and monthly payment.http://www.apartments.com/?track_id=1801977353&partner=google&O _PK=apartment.com 7. Transportation: I drive a (Name the Car), it costs (Tell Price) and my monthly payments are (How Much). Show Pictures. Use the following site to calculate payments.http://www.edmunds.com/apps/calc/CalculatorController?mktcat=new-fiw-auto-finance-calculator&kw=auto+finance+calculator&mktid=ga44333275&gclid=CMjP4NjT2JoCFSMgDQodrEw-2g 8. Food: Tell us about your diet and how much it will cost. 9. Utilities, Phone, and Cable: My cell phone is a _________ and I get my television from ____________. The cost me _____ and _____ per month. 10. My Home Furnishings: Check out my Furniture. Search for a living room, bedroom, dinette, computer and accessories, and a washer/dryer. 11. Clothes: Examples of my wardrobe 12. Entertainment: Show dining experiences, major events, etc… 13. Vacation: Generally, you will have a two week vacation. Plan on spending one week out of town. Plane on expenses for air, hotel, rental car, food, and miscellaneous.
  • 3. Budgeting Presentation Page 3 14. My Budget Your Name BudgetMonthly Salary $0.00Expenses: Saving 0.00 Health Insurance ($100.00 - 200.00 Monthly) 0.00 Housing 0.00 Transportation - Car Payment 0.00 Transportation - Insurance 0.00 Transportation - Gas/Repairs 0.00 Food ($140.00 - 200.00+ Per Month) 0.00 Heat, Water, Electricity ($75.00 - 200.00Monthly) 0.00 Phones ($50.00 - $100.00+ per Month) 0.00 Cable TV ($40.00 - 100.00 Per Month) 0.00 Home Furnishings (2-5%): 0.00 Clothing (5-10%) 0.00 Personal Needs (2-5%) 0.00 Household Needs (1-5%) 0.00 Entertainment 0.00 Vacation 0.00 Others 0.00 Others 0.00 Others 0.00 Total Expenses $0.00Amount Left $0.00
  • 4. Budgeting Presentation Page 4After all of the research and work had been completed, your next task is to create aPowerPoint presentation displaying your budgeting results. Remember to follow alldirections carefully. Be creative and good luck.GradingUse the attached checklist to be sure your presentation contains the necessaryinformation. It will be scored according to the accompanying rubric.
  • 5. Budgeting Presentation Page 5 Power Point ChecklistYour slide show should include: At least 13 slides, maximum 20 slides Effective color usage; background and text Appropriate animation techniques Appropriate animation sounds Appropriate transitions between slidesContent: Appropriate opening and closing Sequential presentation of material Complete, accurate, and information content Appropriate graphics and illustrationsFont and Text: Fonts at least 36 points Font is easy to read Spelling and grammar are correct
  • 6. Budgeting Presentation Page 6Rubric fro PowerPoint Presentations Name:TopicGradingThe assignments will be scored according to the following rubric Demonstrates an understanding of the process. Assignment5 Impressive complete and accurate4 Notable Demonstrates an understanding of the process. Fairly complete.3 Adequate Attempts to show understanding but is unclear.2 Minimal Demonstrates very little understanding of the process in incomplete.1 Incomplete Demonstrates no understandingAbility to work independently (score x 3) 3 6 9 12 15At least 13 slides, maximum 20 slides 1 2 3 4 5Effective colors usage: background and text (score x 2) 2 4 6 8 10Appropriate animation sounds (score x 2) 2 4 6 8 10Effective animation techniques (score x 2) 2 4 6 8 10Appropriate transition between slides (score x 2) 2 4 6 8 10Content: Appropriate opening and closing 1 2 3 4 5 Presentation of material is sequential 1 2 3 4 5 Content is through, complete, and information 2 4 6 8 10 (score x 2)Appropriate graphics or illustrations 1 2 3 4 5Fonts and Text: Font is at least 36 points 1 2 3 4 5 Font is easy to read 1 2 3 4 5 Spelling and grammar are correct 1 2 3 4 5 Total Score /100

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