Once this person has a financial template, they can use it to create forms the template will simply guide them through. The mere fact that the template has certain line items _ like the Balance Sheet, for example, forces you to think in a well_organized fashion and gather the information according to the structure of the template _ cash balances, accounts receivable, fixed assets, liabilities, etc. The same goes for a Business Plan. A well_designed financial template can steer you away from making some fundamental mistakes. A client of mine brought me a self_prepared Business Plan once and we both smiled at the many line items he had on his Profit & Loss statement which really belonged on a Balance Sheet. With a professionally designed template, he wouldn't have made that mistake.
To create a table in Word, choose Table from the Insert tab. Word will display the Insert Table pop_up. Use your mouse to select the number of columns and rows in your table. As you highlight the row and table combinations, Word will display the corresponding table in the document below the Insert Table pop_up. When you have highlighted the number of rows and columns you need, click the mouse button. Word will insert the corresponding table into the document. You can adjust the column widths and row heights as needed. Additionally, when you insert content into a cell, the cell width and height will adjust accordingly. Word also offers built_in table templates that enable you to insert pre_formatted "Quick Tables" into your documents. To insert a table using one of Word's templates, choose Insert > Table > Quick Tables and choose the template you'd like to use from the gallery. When you click on the template, Word will insert the pre_formatted table of your choice.