Automation:Set up anautomatictransfer tosavingsStarterEmergencyFund: Savedmy first$1,000Interest Basics:Learned howinterest ratesaffect debt vs.savingsSavingsStarter:Opened adedicatedsavingsaccountTrackedSpending:Recordedevery expensefor 1 monthCenturyMark: Hit amilestone of$100 savedthis monthImpulseControl:Walked awayfrom a "want"purchaseNeeds vs.Wants: Labeledmy monthlyexpenses byprioritySubscriptionAudit: Canceledone unusedmonthlysubscriptionDebt Progress:Paid more thanthe minimumbalance on acard/loanTax Prep:Organizedall financialdocumentsin one folder401k Research:Learned if myemployer offersa retirementmatchComparisonShop: Found acheaper pricefor a regulargrocery orhousehold itemFee Check:Confirmed I'mnot payingunnecessarymonthly bankfeesDebt Freeze:Went a fullmonth withoutadding to acredit cardbalanceMoney Talk:Had onehonestconversationabout financesIRA Setup:Opened anIndividualRetirementAccountOn-TimePayment:Paid a billbefore thedue dateBudgetBalance:Created a planwhere Income= ExpensesMoney Goal:Set one specificfinancial goal(e.g., "Save$500")Education:Read onefinancearticle, blogpost, or bookFirstInvestment: Putmy first $10 intoa stock or indexfundCreditCheck:Looked upmy currentcredit scoreSaleResistance:Didn't buysomething justbecause it was"on sale"Automation:Set up anautomatictransfer tosavingsStarterEmergencyFund: Savedmy first$1,000Interest Basics:Learned howinterest ratesaffect debt vs.savingsSavingsStarter:Opened adedicatedsavingsaccountTrackedSpending:Recordedevery expensefor 1 monthCenturyMark: Hit amilestone of$100 savedthis monthImpulseControl:Walked awayfrom a "want"purchaseNeeds vs.Wants: Labeledmy monthlyexpenses byprioritySubscriptionAudit: Canceledone unusedmonthlysubscriptionDebt Progress:Paid more thanthe minimumbalance on acard/loanTax Prep:Organizedall financialdocumentsin one folder401k Research:Learned if myemployer offersa retirementmatchComparisonShop: Found acheaper pricefor a regulargrocery orhousehold itemFee Check:Confirmed I'mnot payingunnecessarymonthly bankfeesDebt Freeze:Went a fullmonth withoutadding to acredit cardbalanceMoney Talk:Had onehonestconversationabout financesIRA Setup:Opened anIndividualRetirementAccountOn-TimePayment:Paid a billbefore thedue dateBudgetBalance:Created a planwhere Income= ExpensesMoney Goal:Set one specificfinancial goal(e.g., "Save$500")Education:Read onefinancearticle, blogpost, or bookFirstInvestment: Putmy first $10 intoa stock or indexfundCreditCheck:Looked upmy currentcredit scoreSaleResistance:Didn't buysomething justbecause it was"on sale"

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.


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