Financial Spreadsheet With Form Export

I need a clean, well-structured Excel file that will hold and organise my financial data. The workbook should be laid out so new entries flow in exactly where they belong and key numbers update automatically. On top of that, I want each record created through my Google Form to be pulled into the sheet and, when required, merged into a Word document template for easy printing or sharing.

Here’s the flow I have in mind:
• A Google Form captures the raw financial inputs.
• Responses are sent straight into the Excel workbook (or a synced Google Sheet that feeds the workbook).
• With one click, a macro or script places the chosen record into a pre-formatted Word file—totals, dates, notes and all—ready for download or email.

The final deliverable is the finished spreadsheet, the Google Form–to-Excel link, and the automated Word export function. It should run smoothly on current Microsoft 365; VBA or Power Query is fine as long as it’s reliable. Clear instructions on how to add new fields in the future would be the last piece of the hand-off.