Money Tasks

Money Tasks

Complete Tasks to Unlock Badges and Make Financial Progress

How it Works

Choose a Task

Find a task you want to complete

Complete the Task

Read the instructions and follow the steps to complete the task.

Task Incomplete

budgeting_app_incomplete

Mark Task Complete

When finished mark the task complete.

Task Complete

budgeting_app_complete

Complete All 25 Tasks to Become the Task Master

You’ll be a legend around here.

Task Rankings

Complete Tasks and Move Up in Rank

Current Level

Task Rookie

5 Tasks Completed

Task Regular

10 Tasks Completed

Task VIP

15 Tasks Completed

Task All-star

20 Tasks Completed

Task Master

25 Tasks Completed

Available Tasks

Tasks Completed:

Budgeting

Badge icon "iPhone (1506)" provided by Marwa Boukarim, from The Noun Project under Creative Commons - Attribution (CC BY 3.0)

Budgeting App

Download a budgeting app to earn this badge.

Badge icon "Idea (762)" provided by The Noun Project under Creative Commons - Attribution (CC BY 3.0)

Budgeting Brainstorm I

Brainstorm 5 ways to increase your income to earn this badge.

Badge icon "Idea (762)" provided by The Noun Project under Creative Commons - Attribution (CC BY 3.0)

Budgeting Brainstorm II

Brainstorm 5 ways to decrease your expenses to earn this badge.

Credit Score

Badge icon "Pencil (1314)" provided by John Caserta, from The Noun Project under Creative Commons - Attribution (CC BY 3.0)

Check Credit Score

Check your credit score to earn this badge.

Badge icon "Pencil (347)" provided by The Noun Project under Creative Commons - Attribution (CC BY 3.0)

Check Credit Report

Check your credit report to earn this badge.

Badge icon "Idea (762)" provided by The Noun Project under Creative Commons - Attribution (CC BY 3.0)

Credit Score Brainstorm

Brainstorm 3 actions you can take to increase your credit score.

Debt Tasks

Badge icon "Businessperson (1057)" provided by everyone, from The Noun Project under Creative Commons - Attribution (CC BY 3.0)

Debt Free Date Task

Calculate your debt free date to earn this badge.

Badge icon "Smartphone (1023)" provided by George Agpoon, from The Noun Project under Creative Commons - Attribution (CC BY 3.0)

Debt Tracking App

Download a debt app and start tracking your debt to earn this badge.

Badge icon "Credit Card (1704)" provided by Devochkina Oxana, from The Noun Project under Creative Commons - Attribution (CC BY 3.0)

Credit Card Debt Free Date

Calculate your credit card debt free date to earn this badge.

Badge icon "Mail (3183)" provided by Sam Ahmed, from The Noun Project under Creative Commons - Attribution (CC BY 3.0)

Credit Card Offers

Opt out of credit card offers by mail at optoutprescreen.com to earn this badge.

Badge icon "Graduate (6897)" provided by The Noun Project under Creative Commons CC0 - No Rights Reserved

Student Loan Debt Free Date

Calculate your student loan debt free date to earn this badge.

Badge icon "Calculator (879)" provided by The Noun Project under Creative Commons CC0 - No Rights Reserved

Student Loan Repayments

Calculate your postgraduate loan repayments to earn this badge.

Savings Tasks

Emergency Fund

Complete these three steps to create an emergency fund.
Badge icon "Ambulance (597)" provided by Jack Biesek, Gladys Brenner, Margaret Faye, Healther Merrifield, Kate Keating, Wendy Olmstead, Todd Pierce, Jamie Cowgill & Jim Bolek, from The Noun Project under The symbol is published under a Public Domain Mark

Emergency Fund Needs

Calculate your 3-month emergency fund needs by taking your monthly expenses x 3 to earn this badge.

Badge icon "Ambulance (597)" provided by Jack Biesek, Gladys Brenner, Margaret Faye, Healther Merrifield, Kate Keating, Wendy Olmstead, Todd Pierce, Jamie Cowgill & Jim Bolek, from The Noun Project under The symbol is published under a Public Domain Mark

Emergency Fund Account

Choose a bank account and account type (such as savings) to hold the funds in your emergency fund to earn this badge.

Investing Tasks

Tasks for Current Investors

Task instructions are available on the Investing lesson.
Badge icon "Stock Exchange (1640)" provided by Nacho, from The Noun Project under Creative Commons - Attribution (CC BY 3.0)

Portfolio & Account Checkup

Checkup on your portfolio to understand it better to earn this badge.

Badge icon "Cashier (137)" provided by Roger Cook & Don Shanosky, from The Noun Project under The symbol is published under a Public Domain Mark

Regular Market Update

Add your holdings or funds to a "watch list" to earn this badge.

Badge icon "Stop (7149)" provided by Márcio Duarte, from The Noun Project under Creative Commons - Attribution (CC BY 3.0)

Portfolio Risk Checkup

Learn what your portfolio risk tolerance is to earn this badge.

Badge icon "Library (191)" provided by The Noun Project under The symbol is published under a Public Domain Mark

Savvy Investor

Find an investing resource(s) to start using to earn this badge.

Tasks for New/Beginning Investors

Badge icon "Bar Graph (3066)" provided by Yellow, from The Noun Project under Creative Commons - Attribution (CC BY 3.0)

Compound Interest Calculator

Calculate your earnings over time using a compound interest calculator to earn this badge.

Badge icon "Library (3859)" provided by The Noun Project under Creative Commons - Attribution (CC BY 3.0)

Investing 101

Sign up for Morningstar's Investing Classroom to earn this badge.

Badge icon "Community (2554)" provided by Rémy Médard, from The Noun Project under Creative Commons - Attribution (CC BY 3.0)

Employer Investing Chat

Ask your employer about your investment options including if they offer an employer match to receive this badge.

Badge icon "Magnifying Glass (3017)" provided by Ana Carolina Santos, from The Noun Project under Creative Commons - Attribution (CC BY 3.0)

Broker Research

Research brokers/advisors and your investing options to earn this badge.

Retirement

Badge icon "Handshake (904)" provided by Andrew Neher, from The Noun Project under Creative Commons - Attribution (CC BY 3.0)

Social Security Checkup

Complete three important steps to review your social security benefits and earn this badge.

Badge icon "Calculator (3389)" provided by Nicolò Bertoncin, from The Noun Project under Creative Commons - Attribution (CC BY 3.0)

Savings Rate Calculator

Calculate your savings rate requirement for retirement to earn this badge.

Badge icon "Memory (870)" provided by Anne Marie Nguyen, from The Noun Project under Creative Commons - Attribution (CC BY 3.0)

Retire Early Calculator

Use the retirement calculator to answer the question can I retire early? to earn this badge.