Has a no-spend dayplanned thissummerIs anentrepreneurHas a networth theycouldestimateright nowHas awrittenbudgetResearcheda newfinancialaccount thisyearCanceled asubscriptionthis yearHas avacationfund orsinking fundMade afinancialdecisionthey're proudof this yearContributedto a 401kor IRA thisyearHas a writteninvestmentpolicy orstrategy (eveninformal)Has said "I'llloop you in"at least oncethis weekHas talked tosomeoneabout moneyor investingTurned downa summerplan becauseit didn't fit thebudgetKnows theexpense ratioof at leastone fund theyownHas set a"fun money"budget forsummerHas anemergencyfund with 1+months ofexpensesKnows theiremployer's401k matchpercentageHas ahigh-yieldsavingsaccountHasnegotiated asalary, rate, orbill in the last12 monthsPackedlunchinstead ofeating outthis weekHas abeneficiarynamed on afinancialaccountHasnegotiated asalary, rate,or bill in thelast yearHas paid offa credit cardbalance infull this yearFree!Checkedtheir creditscore in thelast 6monthsHas a sidehustle orextra incomesourceBoughtsomethingsecondhandin the last 3monthsHas googledtheir ownname plus "networth" out ofcuriosityKnows whattheir employer'sHSA or FSAoffers and usesitIscurrentlypaying offdebtKnows thedifferencebetweenmarginal andaverage taxrateHas anestateplan or willin placeHas investedin ETFs, orindex fundsthis yearHas asubscriptionthey forgotthey werepaying forHasautomaticsavingsturned onBoughtSpaceXstockHas a no-spend dayplanned thissummerIs anentrepreneurHas a networth theycouldestimateright nowHas awrittenbudgetResearcheda newfinancialaccount thisyearCanceled asubscriptionthis yearHas avacationfund orsinking fundMade afinancialdecisionthey're proudof this yearContributedto a 401kor IRA thisyearHas a writteninvestmentpolicy orstrategy (eveninformal)Has said "I'llloop you in"at least oncethis weekHas talked tosomeoneabout moneyor investingTurned downa summerplan becauseit didn't fit thebudgetKnows theexpense ratioof at leastone fund theyownHas set a"fun money"budget forsummerHas anemergencyfund with 1+months ofexpensesKnows theiremployer's401k matchpercentageHas ahigh-yieldsavingsaccountHasnegotiated asalary, rate, orbill in the last12 monthsPackedlunchinstead ofeating outthis weekHas abeneficiarynamed on afinancialaccountHasnegotiated asalary, rate,or bill in thelast yearHas paid offa credit cardbalance infull this yearFree!Checkedtheir creditscore in thelast 6monthsHas a sidehustle orextra incomesourceBoughtsomethingsecondhandin the last 3monthsHas googledtheir ownname plus "networth" out ofcuriosityKnows whattheir employer'sHSA or FSAoffers and usesitIscurrentlypaying offdebtKnows thedifferencebetweenmarginal andaverage taxrateHas anestateplan or willin placeHas investedin ETFs, orindex fundsthis yearHas asubscriptionthey forgotthey werepaying forHasautomaticsavingsturned onBoughtSpaceXstock

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