Bank Basics: Deposit Slips, Bank App and Checking Statements for Life Skills, Ages 14 to 21

Bank Basics: Deposits, Balances + Statements: a functional reading and math set for high school life skills, special education, and transition programs. Fill in a deposit slip, read the bank app, and check a monthly statement.

Why I made this: A lot of students get their first checking account the same week they get their first job, and nobody shows them how to read it. Then the app shows two different balances, a charge says pending, and an ATM fee shows up out of nowhere. This set goes through the three things they will actually see: a deposit slip, the bank app, and a monthly statement.

How it is different from my Money Math Task Cards: Money Math is about paying at the register. This set is about the bank account behind the card: deposit slips, available and current balance, pending charges, fees, and a monthly statement.

What's included:

• A teacher page: why I made it, how to use both levels, and the skills covered

• Words to know: 10 key words, each with a picture

• 3 pages of practice documents: a filled in deposit slip with debit card safety tips, a bank app screen with available and current balance, and a checking statement. All businesses, names, and numbers are made up.

• 12 Level A questions, each with a picture and three answer choices

• The same 12 questions at Level B, with open answers and room to show the math

• A real life task: keep a transaction register and fill in a deposit slip

• An answer key that shows where to find each answer

How I use it: Read through the practice documents together, then give each student the level that fits. Both levels ask the same questions, so the whole class can check answers together. I use the real life task as a wrap up or right before a community outing.

Skills covered: reading and filling in a deposit slip; cash back and net deposit; available balance vs. current balance; pending transactions; reading a monthly statement: deposits, withdrawals, fees, balance; keeping a transaction register; debit card and PIN safety.

Part of the Functional Life Skills series: every set uses the same layout (words, real looking documents, two levels of the same questions, and a real life task), so students know the routine when you move to the next set.

Who it is for: high school life skills and special education classes, transition programs for ages 18 to 21, and adult education. Grades 9 to 12 and adult transition.

What you download: one printable PDF, 11 pages, US Letter. Answer key included.

Made by Jeremy D. Gooch, special education teacher and transition coordinator. Drafting and layout had AI assistance; every page was checked by me.