Created aBudgetand TrackExpensesRegularlyReviewFinancialGoalsDiversifiedInvestmentsMet with aFinancialAdvisorCreated aDebtRepaymentPlanStarted aRetirementSavingsAccount(401(k), IRA,etc.)Contributedto a CollegeSavings Plan(ifapplicable)Set UpAutomaticSavingsHave aFinancialEducationGoalReviewedInsurancePolicies forAdequacyPlannedforHealthcareExpensesHave a Willor EstateDocumentsSaved 3-6Months’Worth ofExpenses forEmergenciesHaveAdequateInsuranceCoverageEstablishedanEmergencyFundStarted anInvestmentPortfolioDiscussedFinanceswithFamilyReviewedCreditReportRecentlyPaid OffHigh-InterestDebtStartedEstatePlanningFiledTaxes OnTime ThisYearHave aPlan forMajorPurchasesAdjustedBudget Aftera Major LifeChangeUsed aFinancialApp or Toolto ManageFinancesHave aRetirementSavingsPlanCreated aBudgetand TrackExpensesRegularlyReviewFinancialGoalsDiversifiedInvestmentsMet with aFinancialAdvisorCreated aDebtRepaymentPlanStarted aRetirementSavingsAccount(401(k), IRA,etc.)Contributedto a CollegeSavings Plan(ifapplicable)Set UpAutomaticSavingsHave aFinancialEducationGoalReviewedInsurancePolicies forAdequacyPlannedforHealthcareExpensesHave a Willor EstateDocumentsSaved 3-6Months’Worth ofExpenses forEmergenciesHaveAdequateInsuranceCoverageEstablishedanEmergencyFundStarted anInvestmentPortfolioDiscussedFinanceswithFamilyReviewedCreditReportRecentlyPaid OffHigh-InterestDebtStartedEstatePlanningFiledTaxes OnTime ThisYearHave aPlan forMajorPurchasesAdjustedBudget Aftera Major LifeChangeUsed aFinancialApp or Toolto ManageFinancesHave aRetirementSavingsPlan

Untitled 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. Created a Budget and Track Expenses
  2. Regularly Review Financial Goals
  3. Diversified Investments
  4. Met with a Financial Advisor
  5. Created a Debt Repayment Plan
  6. Started a Retirement Savings Account (401(k), IRA, etc.)
  7. Contributed to a College Savings Plan (if applicable)
  8. Set Up Automatic Savings
  9. Have a Financial Education Goal
  10. Reviewed Insurance Policies for Adequacy
  11. Planned for Healthcare Expenses
  12. Have a Will or Estate Documents
  13. Saved 3-6 Months’ Worth of Expenses for Emergencies
  14. Have Adequate Insurance Coverage
  15. Established an Emergency Fund
  16. Started an Investment Portfolio
  17. Discussed Finances with Family
  18. Reviewed Credit Report Recently
  19. Paid Off High-Interest Debt
  20. Started Estate Planning
  21. Filed Taxes On Time This Year
  22. Have a Plan for Major Purchases
  23. Adjusted Budget After a Major Life Change
  24. Used a Financial App or Tool to Manage Finances
  25. Have a Retirement Savings Plan