Created aBudgetand TrackExpensesReviewedCreditReportRecentlyStarted anInvestmentPortfolioMet with aFinancialAdvisorHaveAdequateInsuranceCoverageReviewedCreditReportRecentlyHave aRetirementSavingsPlanAdjustedBudget Aftera Major LifeChangeSaved 3-6Months’Worth ofExpenses forEmergenciesPaid OffHigh-InterestDebtCreated aBudgetand TrackExpensesSaved 3-6Months’Worth ofExpenses forEmergenciesStartedEstatePlanningPaid OffHigh-InterestDebtReviewedInsurancePolicies forAdequacySet UpAutomaticSavingsRegularlyReviewFinancialGoalsCreated aDebtRepaymentPlanHave aPlan forMajorPurchasesReviewedInsurancePolicies forAdequacyAdjustedBudget Aftera Major LifeChangeUsed aFinancialApp or Toolto ManageFinancesHave a Willor EstateDocumentsHave aPlan forMajorPurchasesEstablishedanEmergencyFundDiversifiedInvestmentsSet UpAutomaticSavingsPlannedforHealthcareExpensesUsed aFinancialApp or Toolto ManageFinancesPlannedforHealthcareExpensesFiledTaxes OnTime ThisYearDiversifiedInvestmentsContributedto a CollegeSavings Plan(ifapplicable)Started anInvestmentPortfolioStarted aRetirementSavingsAccount(401(k), IRA,etc.)Have aFinancialEducationGoalEstablishedanEmergencyFundStarted aRetirementSavingsAccount(401(k), IRA,etc.)Have a Willor EstateDocumentsDiscussedFinanceswithFamilyHave aRetirementSavingsPlanHave aFinancialEducationGoalStartedEstatePlanningCreated aDebtRepaymentPlanRegularlyReviewFinancialGoalsMet with aFinancialAdvisorFiledTaxes OnTime ThisYearDiscussedFinanceswithFamilyHaveAdequateInsuranceCoverageContributedto a CollegeSavings Plan(ifapplicable)Created aBudgetand TrackExpensesReviewedCreditReportRecentlyStarted anInvestmentPortfolioMet with aFinancialAdvisorHaveAdequateInsuranceCoverageReviewedCreditReportRecentlyHave aRetirementSavingsPlanAdjustedBudget Aftera Major LifeChangeSaved 3-6Months’Worth ofExpenses forEmergenciesPaid OffHigh-InterestDebtCreated aBudgetand TrackExpensesSaved 3-6Months’Worth ofExpenses forEmergenciesStartedEstatePlanningPaid OffHigh-InterestDebtReviewedInsurancePolicies forAdequacySet UpAutomaticSavingsRegularlyReviewFinancialGoalsCreated aDebtRepaymentPlanHave aPlan forMajorPurchasesReviewedInsurancePolicies forAdequacyAdjustedBudget Aftera Major LifeChangeUsed aFinancialApp or Toolto ManageFinancesHave a Willor EstateDocumentsHave aPlan forMajorPurchasesEstablishedanEmergencyFundDiversifiedInvestmentsSet UpAutomaticSavingsPlannedforHealthcareExpensesUsed aFinancialApp or Toolto ManageFinancesPlannedforHealthcareExpensesFiledTaxes OnTime ThisYearDiversifiedInvestmentsContributedto a CollegeSavings Plan(ifapplicable)Started anInvestmentPortfolioStarted aRetirementSavingsAccount(401(k), IRA,etc.)Have aFinancialEducationGoalEstablishedanEmergencyFundStarted aRetirementSavingsAccount(401(k), IRA,etc.)Have a Willor EstateDocumentsDiscussedFinanceswithFamilyHave aRetirementSavingsPlanHave aFinancialEducationGoalStartedEstatePlanningCreated aDebtRepaymentPlanRegularlyReviewFinancialGoalsMet with aFinancialAdvisorFiledTaxes OnTime ThisYearDiscussedFinanceswithFamilyHaveAdequateInsuranceCoverageContributedto a CollegeSavings Plan(ifapplicable)

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