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iRubric: Personal Budget Project rubric

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Personal Budget Project Family Budget Project Family Budget - Monthly Budget Spreadsheet & PowerPoint Rubric Code: EB5496 By shanacox Ready to use Public Rubric Subject: Math Type: Project Grade Levels: 9-12

Family Budget Project
	Lots of work to do Needs lots of work 1 pts	Not yet, keep working Still needs work 2 pts	Met the Standard! Met the Standard 3 pts
Net Pay formula	Lots of work to do Net pay not listed, formula NOT used to get net pay, for annual income /12	Not yet, keep working Net pay calculated with formula, monthly income calculated and listed, with errors	Met the Standard! Net pay calculated correctly with formula, monthly income calculated correctly
Budget Categories	Lots of work to do Standard percentages used in formulas for most budget categories, formulas are inaccurate<BR> cost of house /240<BR> cost of car/ 60	Not yet, keep working Standard percentages used in formulas for most budget categories, formulas are accurate<BR> <BR> cost of house /240<BR> cost of car / 60	Met the Standard! Standard percentages used in formulas for all budget categories, formulas are accurate<BR> <BR> cost of house/240<BR> cost of car /60
Additional expsenses	Lots of work to do Most categories completed and accurate	Not yet, keep working Almost all categories completed and appropriate	Met the Standard! All categories either answered or explanation provided why it does not apply
Income Disposition Chart	Lots of work to do Has a pie chart showing income distribution, does not have a legend showing all categories and does not show values as %	Not yet, keep working Has a pie chart showing income distribution, does not have a legend showing all categories or values as percentages and percentages are correct	Met the Standard! Has a pie chart showing income distribution, has a legend showing all categories, values as percentages and percentages are correct
Savings for Major Purchase	Lots of work to do Amount saved to be used for a major purchase is shown with any category used to save from or does not have a major purchase	Not yet, keep working Amount saved to be used for a major purchase is shown with only housing, transportation, insurace, food, savings being available categories to save from	Met the Standard! Amount saved to be used for a major purchase is shown with only housing, transportation and insurace being available categories to save from
Budget Presentation
Powerpoint Slides	Lots of work to do Has 7-8 slides but may be missing 1 or more slides for: jobs, budget, pie chart, housing, transportation, insurance and major purchase, has no title slide	Not yet, keep working Has 9 slides, but may be missing 1 or more slides for: jobs, budget, pie chart, housing, transportation, insurance and major purchase, or no title slide	Met the Standard! Has 9 slides or more, one for each job, 1 each showing budget including budgeted and actual expenses, housing, transportation, insurance, pie charts with budgeted and actual expenses,major purchase, with a title slide
Jobs	Lots of work to do Has listed one family member job and includes starting monthly pay	Not yet, keep working Has listed both family member jobs and includes qualifications, or starting monthly pay	Met the Standard! Has listed both family member jobs and includes qualifications, starting monthly pay
Income Distribution	Lots of work to do Shows a distribution of income for all categories and has used incorrect percentages for each	Not yet, keep working Shows a distribution of income for most categories or has not used correct percentages for each	Met the Standard! Shows a distribution of income for all categories and has used correct percentages for each
Actual Money Spent	Lots of work to do Shows actual monies spent in most budgeted categories and has spent more than the standard percentage in each category	Not yet, keep working Shows actual monies spent in all budgeted categories or has spent more than the standard percentage in each category	Met the Standard! Shows actual monies spent in all budgeted categories and has not spent more than the standard percentage in each category
Savings	Lots of work to do Savings accounts are missing or incorrectly calculated/allocated	Not yet, keep working Savings accounts are present but incorrectly calculated/allocated	Met the Standard! Savings accounts are present and correctly calculated/allocated: emergency fund (short term), major purchase (medium term), and retirement account(s) (long term)
Major Purchase	Lots of work to do Has not saved enough for a major purchase and may not show calculations, give complete detailed information on purchse	Not yet, keep working Has saved enough for a major purchase form any category and shows calculations, gives complete detailed information on purchse	Met the Standard! Has saved enough for a major purchase from housing, transportation and insurance and shows calculations, gives complete detailed information on purchse
Income Pie Chart	Lots of work to do Has 1 pie chart only or does not show pie chart	Not yet, keep working Has 1 pie chart but not both showing budgeted income or 1 pie chart showing actual money spent in all categories, may not have a legend or values as %	Met the Standard! Has 1 pie chart showing distribution of income in all categories as budgeted for and 1 pie chart showing actual money spent in all categories, has a legend and values as %
Housing	Lots of work to do Has housing listed, with cost not within budget, or doesn't give details about housing and may not have an image showing the housing	Not yet, keep working Has housing listed, with cost within 30% of gross income, doesn't give details about housing and may not have an image showing the housing	Met the Standard! Has housing listed, with cost within 30% of gross income, gives details about housing and has an image showing the housing, housing is rented, shows rent for one month
Transportation	Lots of work to do Has transportation listed, doesn't show costs, has incomplete details	Not yet, keep working Has transportation listed within 5% of budgeted amount, may have saved in this category, has incomplete details	Met the Standard! Has transportation listed within 5% of budgeted amount, may have saved in this category, has complete accurate details for lease, rental or tickets
Insurance	Lots of work to do Has renter's/car/health insurance listed, but does not show coverages, deductibles, and liabilities, and does not show as monthly expense, but yearly	Not yet, keep working Has renter's/car/health insurance listed, but may not show all coverages, deductibles, and liabilities, or may not show as monthly expense, but yearly	Met the Standard! Has renter's/car/health insurance listed, shows all coverages, deductibles, and liabilities, shows as monthly expense

Keywords:

consumer math, budget, spreadsheet, presentation, research

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