Set updirectdepositList your debtsand theirinterest rateand researchsnowballmethodRound updebit cardpurchase &transfer tosavingsLook intoyourretirementplanReview yourSocial Securitystatement formissing incomeinformationWritedown yourfinancialgoalsFind aCPA youcan trustHave abigpurchasesfundsCompletea NoSpenddayLook atyourcreditreportLook intoestateplanningFind afinancialadvisor youcan trustSearch forold 401k'swith oldemployersPay creditcards infull everymonthReviewsubscriptionsand cancelones you nolonger useAdd/updatebeneficiarieson accountsAttend afinancialseminarMake ameal planand stickto itHave a yardsale to getrid of itemsyou nolonger useRead/listento a financialhelp book orpodcastReviewCity's EAPwebsite forfinancialtopicsSavingsAccounts forkids/grandkidsCreateabudgetHave anEmergencyfundBring alunchto workSet updirectdepositList your debtsand theirinterest rateand researchsnowballmethodRound updebit cardpurchase &transfer tosavingsLook intoyourretirementplanReview yourSocial Securitystatement formissing incomeinformationWritedown yourfinancialgoalsFind aCPA youcan trustHave abigpurchasesfundsCompletea NoSpenddayLook atyourcreditreportLook intoestateplanningFind afinancialadvisor youcan trustSearch forold 401k'swith oldemployersPay creditcards infull everymonthReviewsubscriptionsand cancelones you nolonger useAdd/updatebeneficiarieson accountsAttend afinancialseminarMake ameal planand stickto itHave a yardsale to getrid of itemsyou nolonger useRead/listento a financialhelp book orpodcastReviewCity's EAPwebsite forfinancialtopicsSavingsAccounts forkids/grandkidsCreateabudgetHave anEmergencyfundBring alunchto work

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