Personal Finance Grade Summary
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1
2P
F
ERSONAL
INANCE
G
S
RADE
UMMARY
Ratings
Employee Name: _____________________________
A
(5) Excellent
Job Title: _____________________________
B
(4) Above Average
Company: _____________________________
C
(3) Average
D
(2) Requires Improvement
School: _____________________________
F
(1) Unacceptable
Project: Personal Finance
N/A Not Applicable
Above
Requires
Personal Finance
Excellent
Average
Unacceptable N/A
Average
Improvement
Fills out W-4 Form correctly
5
4
3
2
1
N/A
Determines fixed weekly and
monthly living expenses using
5
4
3
2
1
N/A
Percentage Chart
Determines monthly flexible
expenses using Percentage
5
4
3
2
1
N/A
Chart
Produces weekly & monthly
5
4
3
2
1
N/A
budget
Endorses & deposits
paycheck(s) with branch bank
5
4
3
2
1
N/A
manager.
Writes monthly fixed living
expenses checks & pays
5
4
3
2
1
N/A
online by 10th of each month
Writes weekly fixed living
expenses checks & pays
5
4
3
2
1
N/A
online by end of each week
Orders flexible personal
purchases from minimum of
5
4
3
2
1
N/A
4-6 companies monthly
Writes checks for flexible
expenses & pays online upon
5
4
3
2
1
N/A
receipt of invoice
Records all fixed & flexible
expenses in check register &
5
4
3
2
1
N/A
balances checkbook
Reconciles checkbook with
5
4
3
2
1
N/A
statement
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Parent category: Financial