Teach your kids essential money management skills! This 8 page annual financial report template introduces kids to the concepts of net worth, tracking account increases or decreases, financial goal setting, and financial emotional awareness, while making them feel like an official CFO!
Please note: This listing is designed to be printed on standard 8.5" x 11" letter paper; however each page should be cut in half to make final pages that are 5.5" x 8.5" in size.
PAGES: * Cover page - undated so can be used year after year * Executive Summary page - Determine net worth at start of year and end of year, calculate percentage change, and practice graphing the results * SAVE, GIVE, INVEST, SPEND pages - track yearly starting balance, ending balance, money spent/given, and account value increase or decrease; list of major purchases or donations; journal prompts for reflecting on financial decisions and emotions * Financial Plan page - Goal setting and breaking down the steps to achieve the top goal; journal prompts
BENEFITS: * Kids are introduced to essential personal finance concepts like compound interest, net worth, goal setting, and evaluation of progress * Kids build awareness of how much money they have and see the changes year over year * Kids learn to view their big picture finances and use that knowledge to make decisions for the future * Kids gain financial emotional awareness by reflecting on how they felt when they spent or gave away their money
MEASUREMENTS AND MATERIALS * This is an instant download only; no physical product will be shipped * There will be (1) PDF delivered to you upon confirmation of purchase: Beyond_the_Bank_Annual_Report_for_Kids.pdf * The PDF is designed to be printed on standard 8.5" x 11" letter paper and then cut in half to create two pages per sheet * Use the pages to create a financial report for your kids to fill out - put them in our money management binders for kids or simply staple along the edge and use as a standalone report * Designed in Minnesota, USA
Use code PRINTABLES for 25% off your order of 2 or more printables from Beyond the Bank.