Sort expenses into needs and wants
When to use this goal
For middle school students starting to manage their own money who spend it all on the first thing they see. A first budgeting skill; present levels in reading or picture use decide fit, not grade.
- Baseline
- Use 2 sets of cards across 2 sessions. Agree the key with the student for items that can be either (a phone can be a need for safety and work); score those on the reason given.
- Tips
- Respect that wants matter; budgets that leave no fun money fail. Use expenses from the student's life and family culture.
- Limits
- Needs and wants depend on the person; the key is a team and family agreement, not a fixed answer.
Original IEP Atlas template based on general measurement principles; not copied from any goal bank. ID tn-pf-002.
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Goal
By the annual IEP review date, given 12 to 15 expense cards with prices (rent, groceries, phone bill, concert tickets, new shoes) and a needs and wants sorting mat, the student will sort each expense as a need or a want and give a reason for the hard ones independently with at least 85% accuracy on expenses sorted as needs or wants, in 3 of 4 consecutive weekly probes, as measured by work-sample analysis collected weekly.
Baseline: 55% accuracy.
- Condition
- Observable behavior
- Criterion
- Measurement method
Measurability check11 of 11 met
Met: Observable behavior. Stated as an action.
Met: Condition. Stated.
Met: Unit fits the behavior. Percent accuracy fits this behavior.
Met: Explicit criterion. Number and unit stated.
Met: Mastery rule and schedule. Both stated.
Met: Method produces the metric. Work-sample analysis gives percent accuracy data.
Met: Review timeframe. Stated.
Met: Baseline and target compatible. Same unit, change in the right direction.
Met: Aligned with area of need. Still about Personal Finance & Money Management.
Met: Level of support. Defined.
Met: Blanks filled in. Nothing left to fill in.
Checks structure and wording only. Whether the goal fits the student is the team's call.
Short-term objectives (optional)
When are objectives required?Required for students on alternate assessments (34 CFR §300.320(a)(2)(ii)); some states require them for everyone.
Paste into your IEP system
Most district systems have a separate box for each part of a goal. Copy them one at a time, or all at once as labeled text.
- Area of need
- Transition & Postsecondary Skills - Personal Finance & Money Management
- Baseline
- 55% accuracy.
- Annual goal425 characters
- By the annual IEP review date, given 12 to 15 expense cards with prices (rent, groceries, phone bill, concert tickets, new shoes) and a needs and wants sorting mat, the student will sort each expense as a need or a want and give a reason for the hard ones independently with at least 85% accuracy on expenses sorted as needs or wants, in 3 of 4 consecutive weekly probes, as measured by work-sample analysis collected weekly.
- Timeframe
- By the annual IEP review date
- Condition
- Given 12 to 15 expense cards with prices (rent, groceries, phone bill, concert tickets, new shoes) and a needs and wants sorting mat
- Behavior
- The student will sort each expense as a need or a want and give a reason for the hard ones independently
- Criteria
- With at least 85% accuracy on expenses sorted as needs or wants, in 3 of 4 consecutive weekly probes
- Evaluation method
- Work-sample analysis
- Schedule
- Weekly
Copied as plain text, with straight quotes and plain dashes.
Matching data sheet
Accuracy tracker. Records number correct and number attempted.
Accuracy tracker
Percent accuracy- Student label:
- Target:
- with at least 85% accuracy on expenses sorted as needs or wants
- Mastery rule:
- in 3 of 4 consecutive weekly probes
- Collection schedule:
- weekly
- Method:
- Work-sample analysis
- Data collector:
Goal: By the annual IEP review date, given 12 to 15 expense cards with prices (rent, groceries, phone bill, concert tickets, new shoes) and a needs and wants sorting mat, the student will sort each expense as a need or a want and give a reason for the hard ones independently with at least 85% accuracy on expenses sorted as needs or wants, in 3 of 4 consecutive weekly probes, as measured by work-sample analysis collected weekly.
| Date | Task / materials | # correct | # attempted | % accuracycorrect ÷ attempted × 100 | Support levele.g., independent, 1 verbal prompt | Notes |
|---|---|---|---|---|---|---|
Preview shows 4 of 12 rows.
- Score only items the student attempted unless the goal defines a fixed set of items. Use the same denominator every session.
- Percent = numerator ÷ denominator × 100. Round to one decimal place.
- Record the support actually provided, even if the goal is independent performance.
The CSV opens in Excel or Google Sheets, with formulas. Sheets print blank; no student data is stored.