SaleResistance:Didn't buysomething justbecause it was"on sale"Tax Prep:Organizedall financialdocumentsin one folderOn-TimePayment:Paid a billbefore thedue dateCreditCheck:Looked upmy currentcredit scoreTrackedSpending:Recordedevery expensefor 1 monthComparisonShop: Found acheaper pricefor a regulargrocery orhousehold itemFirstInvestment: Putmy first $10 intoa stock or indexfundIRA Setup:Opened anIndividualRetirementAccountCenturyMark: Hit amilestone of$100 savedthis monthAutomation:Set up anautomatictransfer tosavingsEducation:Read onefinancearticle, blogpost, or bookDebt Progress:Paid more thanthe minimumbalance on acard/loanSavingsStarter:Opened adedicatedsavingsaccountSubscriptionAudit: Canceledone unusedmonthlysubscriptionInterest Basics:Learned howinterest ratesaffect debt vs.savingsMoney Talk:Had onehonestconversationabout financesStarterEmergencyFund: Savedmy first$1,000Needs vs.Wants: Labeledmy monthlyexpenses bypriority401k Research:Learned if myemployer offersa retirementmatchMoney Goal:Set one specificfinancial goal(e.g., "Save$500")Fee Check:Confirmed I'mnot payingunnecessarymonthly bankfeesBudgetBalance:Created a planwhere Income= ExpensesImpulseControl:Walked awayfrom a "want"purchaseDebt Freeze:Went a fullmonth withoutadding to acredit cardbalanceSaleResistance:Didn't buysomething justbecause it was"on sale"Tax Prep:Organizedall financialdocumentsin one folderOn-TimePayment:Paid a billbefore thedue dateCreditCheck:Looked upmy currentcredit scoreTrackedSpending:Recordedevery expensefor 1 monthComparisonShop: Found acheaper pricefor a regulargrocery orhousehold itemFirstInvestment: Putmy first $10 intoa stock or indexfundIRA Setup:Opened anIndividualRetirementAccountCenturyMark: Hit amilestone of$100 savedthis monthAutomation:Set up anautomatictransfer tosavingsEducation:Read onefinancearticle, blogpost, or bookDebt Progress:Paid more thanthe minimumbalance on acard/loanSavingsStarter:Opened adedicatedsavingsaccountSubscriptionAudit: Canceledone unusedmonthlysubscriptionInterest Basics:Learned howinterest ratesaffect debt vs.savingsMoney Talk:Had onehonestconversationabout financesStarterEmergencyFund: Savedmy first$1,000Needs vs.Wants: Labeledmy monthlyexpenses bypriority401k Research:Learned if myemployer offersa retirementmatchMoney Goal:Set one specificfinancial goal(e.g., "Save$500")Fee Check:Confirmed I'mnot payingunnecessarymonthly bankfeesBudgetBalance:Created a planwhere Income= ExpensesImpulseControl:Walked awayfrom a "want"purchaseDebt Freeze:Went a fullmonth withoutadding to acredit cardbalance

Financial Wellness - Call List

(Print) Use this randomly generated list as your call list when playing the game. There is no need to say the BINGO column name. Place some kind of mark (like an X, a checkmark, a dot, tally mark, etc) on each cell as you announce it, to keep track. You can also cut out each item, place them in a bag and pull words from the bag.


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  1. Sale Resistance: Didn't buy something just because it was "on sale"
  2. Tax Prep: Organized all financial documents in one folder
  3. On-Time Payment: Paid a bill before the due date
  4. Credit Check: Looked up my current credit score
  5. Tracked Spending: Recorded every expense for 1 month
  6. Comparison Shop: Found a cheaper price for a regular grocery or household item
  7. First Investment: Put my first $10 into a stock or index fund
  8. IRA Setup: Opened an Individual Retirement Account
  9. Century Mark: Hit a milestone of $100 saved this month
  10. Automation: Set up an automatic transfer to savings
  11. Education: Read one finance article, blog post, or book
  12. Debt Progress: Paid more than the minimum balance on a card/loan
  13. Savings Starter: Opened a dedicated savings account
  14. Subscription Audit: Canceled one unused monthly subscription
  15. Interest Basics: Learned how interest rates affect debt vs. savings
  16. Money Talk: Had one honest conversation about finances
  17. Starter Emergency Fund: Saved my first $1,000
  18. Needs vs. Wants: Labeled my monthly expenses by priority
  19. 401k Research: Learned if my employer offers a retirement match
  20. Money Goal: Set one specific financial goal (e.g., "Save $500")
  21. Fee Check: Confirmed I'm not paying unnecessary monthly bank fees
  22. Budget Balance: Created a plan where Income = Expenses
  23. Impulse Control: Walked away from a "want" purchase
  24. Debt Freeze: Went a full month without adding to a credit card balance