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Budget Project 
Monthly Budget Spreadsheet & Presentation PowerPoint
Rubric Code: JB76W2
Draft
Public Rubric
Subject: Math  
Type: Project  
Grade Levels: 9-12

Powered by iRubric 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

# 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, utilities, 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, utilities, or no title slide
Met the Standard!

Has 9 slides or more, one each showing job, budget (including budgeted and actual expenses), housing, transportation, insurance, utilities, pie charts with budgeted and actual expenses, with a title slide
Net Pay formula

Lots of work to do

Net pay not listed, formula used to get net pay, for family members with income <BR>
annual income /12
Not yet, keep working

Net pay with both monthly incomes listed, formula NOT used to get gross pay<BR>
<BR>
annual income/12
Met the Standard!

Net pay with both monthly incomes listed, formula used to get net pay<BR>
<BR>
annual income/12
Formulas for all budget categories

Lots of work to do

Standard percentages used in formulas for most budget categories, formulas are inaccurate
Not yet, keep working

Standard percentages used in formulas for most budget categories, formulas are accurate
Met the Standard!

Standard percentages used in formulas for all budget categories, formulas are accurate
Additional expenses

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
Jobs and Income

Lots of work to do

Job is listed and includes gross annual salary
Not yet, keep working

Job is listed and includes both gross annual salary and monthly salary
Met the Standard!

Job is listed and includes gross annual salary, monthly salary, and weekly salary
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 1 or 2 budgeted categories (Transportation, Utilities, and Housing) and has spent more than the standard percentage in each category
Not yet, keep working

Shows actual monies spent in 3 budgeted categories (Transportation, Utilities, and Housing) but has spent more than the standard percentage in each category
Met the Standard!

Shows actual monies spent in all 3 budgeted categories and has not spent more than the standard percentage in each category
Savings

Lots of work to do

Has not been able to save some money in housing, transportation or renter's insurance
Not yet, keep working

Has been able to save some money in housing, transportation and renter's insurance and has saved in other categories
Met the Standard!

Has been able to save some money in housing, transportation and renter's insurance only
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 5% of budgeted amount, doesn't give details about housing and may not have an image showing the housing
Met the Standard!

Has housing listed, with cost within budgeted amount, 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 for purchase price, loan terms, and vehicle operating expenses
Not yet, keep working

Has transportation listed within 5% of budgeted amount, may have saved in this category, has incomplete details for purchase price, loan terms, and vehicle operating expenses
Met the Standard!

Has transportation listed within 5% of budgeted amount, may have saved in this category, has complete accurate details for purchase price, loan terms, and vehicle operating expenses
Renter's Insurance

Lots of work to do

Renter's insurance is missing
Not yet, keep working

Has renter's insurance listed, but may be missing one or more components
Met the Standard!

Has renter's insurance listed, shows average monthly expense, explains what it is, why you need it, and ways to save money on coverage
Car Insurance

Lots of work to do

Car Insurance is missing
Not yet, keep working

Has car insurance listed, but may be missing one or more components
Met the Standard!

Has car insurance listed, shows average monthly expense, explains what it is, why you need it, and ways to save money on coverage





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