CreateabudgetWritedown yourfinancialgoalsAdd/updatebeneficiarieson accountsSet updirectdepositReviewsubscriptionsand cancelones you nolonger useReview yourSocial Securitystatement formissing incomeinformationList your debtsand theirinterest rateand researchsnowballmethodBring alunchto workMake ameal planand stickto itCompletea NoSpenddayHave abigpurchasesfundsLook intoestateplanningAttend afinancialseminarLook intoyourretirementplanReviewCity's EAPwebsite forfinancialtopicsLook atyourcreditreportPay creditcards infull everymonthRead/listento a financialhelp book orpodcastFind afinancialadvisor youcan trustHave anEmergencyfundSavingsAccounts forkids/grandkidsHave a yardsale to getrid of itemsyou nolonger useFind aCPA youcan trustRound updebit cardpurchase &transfer tosavingsSearch forold 401k'swith oldemployersCreateabudgetWritedown yourfinancialgoalsAdd/updatebeneficiarieson accountsSet updirectdepositReviewsubscriptionsand cancelones you nolonger useReview yourSocial Securitystatement formissing incomeinformationList your debtsand theirinterest rateand researchsnowballmethodBring alunchto workMake ameal planand stickto itCompletea NoSpenddayHave abigpurchasesfundsLook intoestateplanningAttend afinancialseminarLook intoyourretirementplanReviewCity's EAPwebsite forfinancialtopicsLook atyourcreditreportPay creditcards infull everymonthRead/listento a financialhelp book orpodcastFind afinancialadvisor youcan trustHave anEmergencyfundSavingsAccounts forkids/grandkidsHave a yardsale to getrid of itemsyou nolonger useFind aCPA youcan trustRound updebit cardpurchase &transfer tosavingsSearch forold 401k'swith oldemployers

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