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.

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Download the Template Tutorial (.pdf format)


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
        7-7. Text (String) Rows
        7-8. Special Rows
Chapter 8: Auto Calculate, Chaining & Defaults
Chapter 9: Blocks: comments, macros, validation, settings, lists
Chapter 10: Circular References & Conversions
Chapter 11: Using Currencies
Chapter 12: Examples
Chapter 13: Entering Data in a Template
Chapter 14: Writing Help Descriptions & Examples
Chapter 15: Math Functions
Chapter 16: Converting HP Solve Equations