10-Goal Money-Skills IEP Goal Bank

When presented with a CustomBank deposit screen showing dollar amounts ranging from $0.05 to $5.00, [Student] will correctly identify the value verbally with 80% accuracy across 4 of 5 consecutive sessions, as measured by observational tally.

Alignment:

CCSS 2.MD.C.8 — Solve word problems involving dollar bills, quarters, dimes, nickels, and pennies.

CustomBank scenario:

Open the app with a $0.05–$5.00 starting balance. Have student verbalize the balance shown.

Differentiation:

Start with whole-dollar amounts only. Add cents once whole-dollars are mastered.

Data collection:

Observational tally — correct verbalization / total trials per session.

Mastery example:

4/5 correct identifications across 4 of 5 consecutive sessions.

Using CustomBank with a visual schedule, [Student] will independently complete a 4-step deposit (open app → tap "Deposit" → enter amount → tap "Submit") with 100% accuracy across 3 consecutive trials.

Alignment:

IDEA Transition Services — independent living routines · CCSS Functional Math.

CustomBank scenario:

Make a deposit of a fixed amount (e.g., $5.00). Re-run with the same amount each trial.

Differentiation:

Start with full physical prompting → fade to gestural → fade to visual schedule only → fade to independence.

Data collection:

Prompt-level frequency count per trial (independent / verbal / gestural / physical).

Mastery example:

3 consecutive trials at independent prompt level.

Given a CustomBank dashboard, [Student] will independently state the current balance with 90% accuracy across 5 of 6 consecutive sessions, as measured by observational tally.

Alignment:

CCSS Functional Math · Endrew F. — measurable, ambitious-but-attainable goal.

CustomBank scenario:

Open the dashboard. Vary the starting balance across sessions ($0.50, $12, $250).

Differentiation:

For students with reading difficulties, allow pointing or AAC-device response instead of verbal.

Data collection:

Observational tally; allow pointing or AAC response as a correct response per IEP team decision.

Mastery example:

9/10 trials correct across 5 of 6 sessions.

When CustomBank shows an expense of $[X] paid with $20, [Student] will calculate the correct change amount using mental math or a calculator (per IEP team decision) with 80% accuracy across 4 of 5 consecutive trials.

Alignment:

CCSS Functional Math — money subtraction · IDEA Transition Services — independent living.

CustomBank scenario:

Process a payment of $X (set to grade-appropriate amount). Student calculates change before tapping confirm.

Differentiation:

Allow calculator use as accommodation per IEP. Use whole-dollar amounts first, then add cents.

Data collection:

Work sample — student writes the change calculation on a tracking sheet; teacher scores accuracy.

Mastery example:

4/5 trials correct with the agreed-upon accommodation.

Before initiating a simulated payment in CustomBank, [Student] will independently check the available balance and verbalize whether the purchase is affordable in 4 of 5 consecutive trials, as measured by observational tally.

Alignment:

IDEA Transition Services — financial self-sufficiency · executive-function intervention.

CustomBank scenario:

Set a low balance (e.g., $15), then ask student to consider a $25 purchase. They check, verbalize, decide.

Differentiation:

Begin with obvious affordability gaps ($15 balance, $25 item). Move to closer judgments ($15 balance, $14 item with sales tax).

Data collection:

Observational frequency count — number of independent balance-checks across trials.

Mastery example:

4/5 trials with independent balance-check before tapping pay.

Given a CustomBank statement showing one or more overdrafts, [Student] will identify the overdraft and verbalize one consequence (fee, declined card, negative balance) with 80% accuracy across 4 of 5 consecutive trials.

Alignment:

IDEA Transition Services — financial self-sufficiency · CCSS Functional Math.

CustomBank scenario:

Set up a starting balance, run an over-balance purchase, then review the resulting statement together.

Differentiation:

For lower readers, accept pointing at the negative-balance row plus a one-word consequence.

Data collection:

Work sample — student circles overdraft on printed statement, writes one consequence below.

Mastery example:

4/5 trials with overdraft identified + valid consequence stated.

Given a sample paystub, [Student] will identify gross pay, net pay, and one tax deduction with 75% accuracy across 4 of 5 consecutive trials.

Alignment:

IDEA Transition Services — employment readiness · CCSS Functional Math.

CustomBank scenario:

Pair with sample paystub. Deposit the net pay amount into CustomBank and compare to the gross.

Differentiation:

Begin with highlighted paystub fields. Fade to unhighlighted across trials.

Data collection:

Work sample — student labels the three fields on a printed paystub.

Mastery example:

3/4 labels correct across 4 of 5 trials.

Given a CustomBank account-details screen, [Student] will correctly identify the routing number and account number when asked to fill them in on a sample direct-deposit form with 100% accuracy across 3 consecutive trials.

Alignment:

IDEA Transition Services — employment readiness · independent living routines.

CustomBank scenario:

Navigate to account details. Match the on-screen numbers to the labeled fields on a paper direct-deposit form.

Differentiation:

Provide a highlighter to mark the on-screen fields. Allow extra time as IEP accommodation.

Data collection:

Work sample — completed sample direct-deposit form per trial.

Mastery example:

3 consecutive forms completed with both numbers correct.

When experiencing a banking task error or uncertainty in CustomBank, [Student] will request help using a complete sentence ("Excuse me, I need help with my account") in 4 of 5 consecutive opportunities.

Alignment:

IDEA Transition Services — self-advocacy · often paired with SLP communication goal.

CustomBank scenario:

Stage a confusing screen (transfer with no account selected). Wait for student to request help.

Differentiation:

Begin with model + delay, fade prompt across trials. Allow AAC device for non-verbal students.

Data collection:

Frequency count — independent requests / total opportunities per session.

Mastery example:

4/5 opportunities with independent help-request.

Given a simulated weekly bill reminder in CustomBank, [Student] will independently navigate to bill-pay and complete the payment within 5 minutes in 4 of 5 consecutive simulated weeks.

Alignment:

IDEA Transition Services — independent living · executive-function intervention.

CustomBank scenario:

Run a "weekly bill" routine: phone bill on day 1, utility on day 8, rent on day 15. Student pays each within 5 minutes of the reminder.

Differentiation:

Start with one bill, build up to three. Allow longer time as accommodation if executive-function deficit is significant.

Data collection:

Frequency count — on-time independent payments / total simulated weeks.

Mastery example:

4/5 weeks with all bills paid on time and independently.