Budgeting Lesson (UKS2)

A complete UKS2 lesson for Y5/Y6 on budgeting from Tykeoons’ MoneySmarts. Active learning throughout, differentiated for all abilities.

Pupils are introduced to the key vocabulary of budgeting (income, expenditure and balance) through a lesson that moves from concept to real-world application. After practising quick budget calculations on whiteboards, pupils work in pairs on a party planning challenge: deciding how to get the most out of a fixed £300 budget for a birthday party. Independent tasks then build on the vocabulary and skills covered, with progressively complex budgeting and saving challenges involving monthly planning and goal-setting. Works as a standalone lesson or as part of the full MoneySmarts 9-11 series.

Suitable for PSHE and financial education, with a strong cross-curricular link to maths through addition, subtraction and multi-step problem solving.

Want a complete financial education solution for your school? MoneySmarts 9-11 is part of the Tykeoons primary financial education platform, containing hundreds of resources like this one. Start your school’s FREE pilot.

This resource contains:

• A teacher presentation deck with built-in whiteboard activities and discussion prompts throughout
• A printable paired starter task (prioritising with a limited resource)
• A printable paired party planning budget challenge (cut-and-stick bar model cards)
• A printable independent activity at 3 differentiated challenge levels, each with an extension task