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⚙️ Money Works · Gearing Up

What Is a Budget?

A budget is just a plan for your money — figure out what's coming in, what's going out, and you're already ahead of most adults.

What Is a Budget?

A budget is a plan for your money. Before you spend anything, you decide ahead of time how much you'll spend, save, and give — based on how much money you actually have coming in.

Think of a budget like a roadmap for your money. Without one, it's easy to spend without really thinking about it, and then be surprised when you don't have enough left for something you really wanted. With a budget, you're in control instead of just hoping it works out.

Income vs. Expenses

Every budget is built from two basic pieces:

💰 Income

Money that comes IN — money you receive. Allowance, birthday money, and money you earn doing chores or a job are all income.

🛍️ Expenses

Money that goes OUT — money you spend. A snack, a video game, or a gift for a friend are all expenses.

A good budget keeps track of both, so you always know how much is coming in and how much is going out.

Does Your Budget Balance?

Once you know your income and expenses, you can figure out how your budget is doing. There are three possibilities:

Balanced

Income and expenses are exactly equal. Every dollar has a job.

Surplus

Income is more than expenses. You have money left over!

Deficit

Expenses are more than income. You're spending more than you're bringing in.

Worked Example

Say you get $20 in allowance this month — that's your income. You spend $8 on a game and $7 on snacks — that's $15 in expenses.

$20 income − $15 expenses = $5 left over. That's a surplus of $5 — money you get to decide what to do with next!

A deficit is the one to watch out for — the only way to cover spending more than you have is to borrow money, and borrowing usually costs extra, in the form of interest. A balanced budget or a surplus means you're in control.

Activity: Income or Expense?

Read each example, then decide whether it's money coming in or money going out.

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Example text

Activity: Does the Budget Balance?

Add up the income and expenses, then decide: balanced, surplus, or deficit?

Scenario