Have abigpurchasesfundsSet updirectdepositLook intoestateplanningWritedown yourfinancialgoalsLook atyourcreditreportBring alunchto workRound updebit cardpurchase &transfer tosavingsReviewCity's EAPwebsite forfinancialtopicsHave anEmergencyfundSearch forold 401k'swith oldemployersHave a yardsale to getrid of itemsyou nolonger useLook intoyourretirementplanAdd/updatebeneficiarieson accountsReviewsubscriptionsand cancelones you nolonger useAttend afinancialseminarSavingsAccounts forkids/grandkidsMake ameal planand stickto itReview yourSocial Securitystatement formissing incomeinformationFind afinancialadvisor youcan trustPay creditcards infull everymonthCompletea NoSpenddayRead/listento a financialhelp book orpodcastCreateabudgetList your debtsand theirinterest rateand researchsnowballmethodFind aCPA youcan trustHave abigpurchasesfundsSet updirectdepositLook intoestateplanningWritedown yourfinancialgoalsLook atyourcreditreportBring alunchto workRound updebit cardpurchase &transfer tosavingsReviewCity's EAPwebsite forfinancialtopicsHave anEmergencyfundSearch forold 401k'swith oldemployersHave a yardsale to getrid of itemsyou nolonger useLook intoyourretirementplanAdd/updatebeneficiarieson accountsReviewsubscriptionsand cancelones you nolonger useAttend afinancialseminarSavingsAccounts forkids/grandkidsMake ameal planand stickto itReview yourSocial Securitystatement formissing incomeinformationFind afinancialadvisor youcan trustPay creditcards infull everymonthCompletea NoSpenddayRead/listento a financialhelp book orpodcastCreateabudgetList your debtsand theirinterest rateand researchsnowballmethodFind aCPA youcan trust

Financial Bingo - 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. Have a big purchases funds
  2. Set up direct deposit
  3. Look into estate planning
  4. Write down your financial goals
  5. Look at your credit report
  6. Bring a lunch to work
  7. Round up debit card purchase & transfer to savings
  8. Review City's EAP website for financial topics
  9. Have an Emergency fund
  10. Search for old 401k's with old employers
  11. Have a yard sale to get rid of items you no longer use
  12. Look into your retirement plan
  13. Add/update beneficiaries on accounts
  14. Review subscriptions and cancel ones you no longer use
  15. Attend a financial seminar
  16. Savings Accounts for kids/grandkids
  17. Make a meal plan and stick to it
  18. Review your Social Security statement for missing income information
  19. Find a financial advisor you can trust
  20. Pay credit cards in full every month
  21. Complete a No Spend day
  22. Read/listen to a financial help book or podcast
  23. Create a budget
  24. List your debts and their interest rate and research snowball method
  25. Find a CPA you can trust