Has a writteninvestmentpolicy orstrategy (eveninformal)Hasnegotiated asalary, rate, orbill in the last12 monthsHas anestateplan or willin placeHas googledtheir ownname plus "networth" out ofcuriosityHas ahigh-yieldsavingsaccountHas anemergencyfund with 1+months ofexpensesHas avacationfund orsinking fundPackedlunchinstead ofeating outthis weekCheckedtheir creditscore in thelast 6monthsKnows theiremployer's401k matchpercentageHas investedin ETFs, orindex fundsthis yearHas awrittenbudgetContributedto a 401kor IRA thisyearHas said "I'llloop you in"at least oncethis weekKnows thedifferencebetweenmarginal andaverage taxrateHas set a"fun money"budget forsummerHas abeneficiarynamed on afinancialaccountFree!BoughtSpaceXstockHasnegotiated asalary, rate,or bill in thelast yearResearcheda newfinancialaccount thisyearTurned downa summerplan becauseit didn't fit thebudgetHas paid offa credit cardbalance infull this yearCanceled asubscriptionthis yearHas asubscriptionthey forgotthey werepaying forHasautomaticsavingsturned onHas a networth theycouldestimateright nowKnows whattheir employer'sHSA or FSAoffers and usesitMade afinancialdecisionthey're proudof this yearHas a sidehustle orextra incomesourceHas a no-spend dayplanned thissummerHas talked tosomeoneabout moneyor investingBoughtsomethingsecondhandin the last 3monthsIscurrentlypaying offdebtIs anentrepreneurKnows theexpense ratioof at leastone fund theyownHas a writteninvestmentpolicy orstrategy (eveninformal)Hasnegotiated asalary, rate, orbill in the last12 monthsHas anestateplan or willin placeHas googledtheir ownname plus "networth" out ofcuriosityHas ahigh-yieldsavingsaccountHas anemergencyfund with 1+months ofexpensesHas avacationfund orsinking fundPackedlunchinstead ofeating outthis weekCheckedtheir creditscore in thelast 6monthsKnows theiremployer's401k matchpercentageHas investedin ETFs, orindex fundsthis yearHas awrittenbudgetContributedto a 401kor IRA thisyearHas said "I'llloop you in"at least oncethis weekKnows thedifferencebetweenmarginal andaverage taxrateHas set a"fun money"budget forsummerHas abeneficiarynamed on afinancialaccountFree!BoughtSpaceXstockHasnegotiated asalary, rate,or bill in thelast yearResearcheda newfinancialaccount thisyearTurned downa summerplan becauseit didn't fit thebudgetHas paid offa credit cardbalance infull this yearCanceled asubscriptionthis yearHas asubscriptionthey forgotthey werepaying forHasautomaticsavingsturned onHas a networth theycouldestimateright nowKnows whattheir employer'sHSA or FSAoffers and usesitMade afinancialdecisionthey're proudof this yearHas a sidehustle orextra incomesourceHas a no-spend dayplanned thissummerHas talked tosomeoneabout moneyor investingBoughtsomethingsecondhandin the last 3monthsIscurrentlypaying offdebtIs anentrepreneurKnows theexpense ratioof at leastone fund theyown

Finance Wingo - 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. Has a written investment policy or strategy (even informal)
  2. Has negotiated a salary, rate, or bill in the last 12 months
  3. Has an estate plan or will in place
  4. Has googled their own name plus "net worth" out of curiosity
  5. Has a high-yield savings account
  6. Has an emergency fund with 1+ months of expenses
  7. Has a vacation fund or sinking fund
  8. Packed lunch instead of eating out this week
  9. Checked their credit score in the last 6 months
  10. Knows their employer's 401k match percentage
  11. Has invested in ETFs, or index funds this year
  12. Has a written budget
  13. Contributed to a 401k or IRA this year
  14. Has said "I'll loop you in" at least once this week
  15. Knows the difference between marginal and average tax rate
  16. Has set a "fun money" budget for summer
  17. Has a beneficiary named on a financial account
  18. Free!
  19. Bought SpaceX stock
  20. Has negotiated a salary, rate, or bill in the last year
  21. Researched a new financial account this year
  22. Turned down a summer plan because it didn't fit the budget
  23. Has paid off a credit card balance in full this year
  24. Canceled a subscription this year
  25. Has a subscription they forgot they were paying for
  26. Has automatic savings turned on
  27. Has a net worth they could estimate right now
  28. Knows what their employer's HSA or FSA offers and uses it
  29. Made a financial decision they're proud of this year
  30. Has a side hustle or extra income source
  31. Has a no-spend day planned this summer
  32. Has talked to someone about money or investing
  33. Bought something secondhand in the last 3 months
  34. Is currently paying off debt
  35. Is an entrepreneur
  36. Knows the expense ratio of at least one fund they own