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KDP Detailed Finances Planner

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Comprehensive finances planner for use on KDP. The planner comes in 6X9 inch dimensions, in PDF, Keynote, and PPTX formats. The PPTX file can be edited without software in Google Slides. 


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The Finance Planner Includes:

  • 1 title page.
  • 1 blank page to write your brand name, social media, website.
  • 1 table of contents for easy referencing to each month.
  • 1 page for yearly, quarterly, and monthly finance goals.
  • 1 page for yearly net worth.
  • 1 page for an overview of your annual finances; includes how much is spent on housing, transportation, bills, groceries, and more, as well as what percentage of income they make. 
  • 1 large pie chart to draw those percentages. 
  • 1 debt repayment strategy to prioritize which debts to pay first.
  • 1 yearly debt repayments; for each month of the year track how much debt was paid how much was interest, how much principal was covered, and remaining balance.
  • 1 yearly interest tracker to serve as motivation to pay off debt faster.
  • 1 yearly bills tracker; for each month of the year write how much was spent on each bill. This page will help customers observe when bills increase.
  • 1 yearly home tracker; for each month of the year track how much was spent on mortgage, insurance, utilities, repairs and more.
  • 1 yearly car tracker; for each month of the year track how much was spent on payments, gas, insurance, maintenance, repairs and more.
  • 1 yearly financial habits tracker. 
  • 1 yearly savings tracker with chart to plot; for each month of the year write how much money was saved, withdrawn, interest received, and total account value to date.
  • 1 yearly investing tracker with chart to plot; for each month of the year write how much money was invested, withdrawn, dividends received, and total account value to date.


There are 12 monthly sections. Each month includes:

  • 1 page for a monthly financial goal and strategies for accomplishing that goal.
  • 1 monthly overview page with a small pie chart. Track income, saving and all expenses, as well as the percentage of income each expense makes, then draw them in the pie chart.
  • 1 monthly page for income, saving, and investing. It allows to record multiple incomes, and multiple saving and investing accounts.
  • 1 monthly page for bills and debt. It allows to track minimum payments and actual payments, interest, principal and more.
  • 2 monthly pages for housing, transportation, groceries, and all other expenses.


The planner comes in 6X9 inch dimensions, no bleed, has 88 pages, and was tested on the KDP preview. The printing cost for white paper with B&W ink is 2.15 USD. There are no calendar dates in the planner so you can use it over and over again.


The journal comes in PDF, Keynote, and Powerpoint files. The Powerpoint file was formatted in Google slides, so even those without any software can edit for free. You just need a free gmail account, upload the pptx file into Google Drive, open with Slides, edit, download as a PDF, and it’s ready for KDP.


You can make the documents unique by adding illustrations and/ or quotes.


If you plan on changing the interior, it is recommended you duplicate the file first. That way you always have the original document should anything get lost.


You will receive:

- one zip file containing one pptx, one keynote and one PDF document ready to be uploaded to KDP.


IMPORTANT: If you are having difficulty opening the zip file on your computer, try using a free online zip extractor.


You will have to create your own cover, and write your own title, description, and keywords.

Product Information

  • Release Date:
    26th January '21
  • Updated Date:
    26th January '21
  • Product Tags:
    Kdp Finances Kdp Template Kdp Interior Household Finances Home Mortgage Tracker Household Expenses Log Book Entry Book Saving Investing Personal Accounting
  • File Types Included:
    KEYNOTE PPTX PDF
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