Creating Templates

There are two methods for creating a template: a simple method and an advanced method. The web pages below act as a reference guide for both methods. The included .pdf document is a tutorial for getting started with advanced templates.


Download Tutorial
Getting started tutorial for creating templates. In PDF format to use offline.

Download Documentation
All the documentation from below in PDF format to use offline. Special thanks to customer Tony Abbey for creating and sharing this!

Chapter 1: New Template View: explanation of the fields
Chapter 2: Getting Started: data types, variables, and labels
Chapter 3: Equations: components, solving, precedence, and spreadsheets
Chapter 4: Simple Templates: creating and examples
Chapter 5: Advanced Templates: basic structure
Chapter 6: Simple Tutorial: step-by-step example to get started
Chapter 7: Rows
        7-1. Number Rows
        7-2. Date Rows
        7-3. List Rows
        7-4. Table Rows
        7-5. Separator Rows
        7-6. Amortization Rows (available in iOS only)
        7-7. Text (String) Rows
        7-8. Function Equation Rows (available in iOS only)
        7-9. Graph Rows (available in iOS only)
        7-10. Special Rows
Chapter 8: Auto Calculate, Chaining & Defaults
Chapter 9: Blocks: comments, macros, constants, validation, settings, lists
Chapter 10: Circular References & Conversions
Chapter 11: Using Currencies
Chapter 12: Examples
Chapter 13: Entering Data in a Template
Chapter 14: Testing Strategies
Chapter 15: Writing Help Descriptions & Examples
Chapter 16: Math Functions
Chapter 17: Converting HP Solve Equations


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