# Introduction to Balancing and Reconciling Checking Accounts Workshop

Class Dates:
1/1/0001
Length:
1/2 Days
Cost:
\$175.00
Class Time:
Technology:
Delivery:
Instructor-Led Training, Virtual Instructor-Led Training

### Overview

• Course Overview
• In this 1/2 day course you will learn how to use a Check Register and Balance your checkbook to add to your knowledge and understanding how to track and manage your funds more effectively.

Learning Objectives After completing this lesson, participants will be able to:
* Explain how to open a checking or savings account and fill in a deposit slip.
* Identify parts of a check and explain how to write and endorse a check.
*Identify parts of a debit card.
* Identify the basic steps in using an ATM.

Key concepts Types of payment, checking accounts, interest, ATM transactions, debit and credit cards, purpose of keeping a check register, maintaining financial records
• Audience
• New to checking, savings and banking.

### Prerequisites

• Mathematics skills: Number and Operations Compute fluently and make reasonable estimates. Problem Solving: Solve problems that arise in mathematics and in other contexts. Communication: Organize and consolidate their mathematical thinking through communication. Connections: Recognize and use connections among mathematical ideas. Representation: Create and use representations to organize, record, and communicate mathematical ideas.

### Course Details

• Students will learn and be able to:
• Learn and describe the purpose of a checking account
• Learn and identify the parts of a check
• How to write a check
• How to Record transactions (deposits and debits) on a check register
• Learn and Describe the purpose/working of ATM transactions
• Distinguish between debit and credit cards
• Complete a check register with a series of transactions
• Read a checking account statement
• Reconcile a checking account register to a checking account statement
• Describe alternative methods to access checking account information
• Lessons:
• Complete a check register with a series of transactions
• Read a checking account statement
• Reconcile a checking account register to a checking account statement
• Describe alternative methods to access checking account information
• Online Banking, 24-7 Bank-by-phone
• ATM Withdrawals
• Deposits, Wires, Credits, Bank Fees
• Keeping a Running Balance
• Reconciling an Account
• Checks Outstanding