Templates Settings

The Templates tab lets you save frequently used configurations for challenges, funded accounts, and private accounts. Templates speed up data entry by pre-filling forms with your common settings.

What Are Templates?

Templates are saved configurations that auto-fill forms when creating new items. Instead of entering the same details repeatedly, you select a template and the fields populate automatically.

Example: If you frequently purchase FTMO 100K 2-Step challenges on MT5, save a template. Next time, select the template and most fields are already filled in.

Challenge Templates

Save configurations for challenges you purchase regularly.

What's Saved in a Challenge Template

  • Template name

  • Prop firm

  • Account size

  • Challenge type (1-Step, 2-Step, etc.)

  • Platform

  • Cost

  • Currency

Existing Templates Example

From the screenshot:

  • FTMO 100K 2-Step — FTMO, $100,000, 2-Step, MT5, $539 USD

  • The5ers 50K Instant — The5ers, $50,000, Instant, MT4, $275 USD

Creating a Challenge Template

  1. Click Create Challenge Template

  2. Fill in the template details:

    • Template Name — A descriptive name (e.g., "FTMO 100K 2-Step")

    • Prop Firm — Select from your prop firms list

    • Account Size — The funded amount

    • Challenge Type — Single Phase, 2-Step, 3-Step, or Instant

    • Platform — MT4, MT5, cTrader, etc.

    • Cost — Typical purchase price

    • Currency — USD, EUR, etc.

  3. Click Save or Save Changes

Using a Challenge Template

When adding a new challenge:

  1. Look for "Load Template" or template selection dropdown

  2. Select your saved template

  3. Fields auto-fill with template values

  4. Adjust any fields as needed (like dates)

  5. Create the challenge

Editing a Template

  1. Find the template in the list

  2. Click the Edit icon (pencil)

  3. Make changes

  4. Click Save Changes

Deleting a Template

  1. Find the template in the list

  2. Click the Delete icon (trash)

  3. Confirm deletion

Deleting a template doesn't affect challenges already created from it.

Funded Account Templates

Save configurations for funded accounts.

What's Saved in a Funded Account Template

  • Template name

  • Prop firm

  • Account size

  • Funding type (Evaluation or Instant)

  • Platform

  • Currency

Existing Templates Example

  • FTMO 100K Standard — FTMO, $100,000, Evaluation, MT5

Creating a Funded Account Template

  1. Click Create Funded Account Template

  2. Fill in the details:

    • Template Name — Descriptive name

    • Prop Firm — Select from list

    • Account Size — Funded amount

    • Funding Type — Evaluation-based or Instant

    • Platform — Trading platform

  3. Click Save Changes

When to Use

Funded account templates are helpful if you:

  • Receive multiple funded accounts from the same firm

  • Have a standard account configuration

  • Want faster data entry when adding accounts manually (not via conversion)

Private Account Templates

Save configurations for private trading accounts.

What's Saved in a Private Account Template

  • Template name

  • Broker

  • Platform

  • Currency

Existing Templates Example

  • IC Markets Standard — IC Markets, MT5, USD

Creating a Private Account Template

  1. Click Create Private Account Template

  2. Fill in the details:

    • Template Name — Descriptive name

    • Broker — Select from your brokers list

    • Platform — Trading platform

    • Currency — Account currency

  3. Click Save Changes

When to Use

Private account templates are helpful if you:

  • Open multiple accounts at the same broker

  • Have a standard broker/platform combination

  • Frequently add similar private accounts

Note: Starting balance is never included in templates because it must be accurate at the time of account creation.

Managing Templates

Viewing All Templates

The Templates tab shows all templates organized by type:

  • Challenge Templates

  • Funded Account Templates

  • Private Account Templates

Each section shows the template name and key details.

Editing Templates

Click the pencil icon to edit any template. Update the values and save.

Deleting Templates

Click the trash icon to delete a template. This doesn't affect items already created from the template.

Save Changes Button

After adding, editing, or deleting templates, click Save Changes to confirm.

Best Practices

Create Templates for Repeated Configurations

If you've purchased the same challenge type 3+ times, make a template.

Use Descriptive Names

Name templates clearly:

  • ✓ "FTMO 100K 2-Step"

  • ✓ "The5ers 50K Instant MT4"

  • ✗ "Template 1"

  • ✗ "My template"

Keep Templates Updated

If a prop firm changes their pricing, update your template to reflect the new cost.

Don't Over-Create

Only make templates for configurations you use repeatedly. One-off purchases don't need templates.

Include Key Details in Names

Put the most important info in the template name so you can quickly identify it:

  • Firm name

  • Account size

  • Type or distinguishing feature

Common Questions

Do I need templates? No, they're optional. Templates just speed up data entry if you frequently create similar items.

What if the price changes? Edit the template to update the cost. Existing challenges created from the template aren't affected.

Can I use a template and then change values? Yes. Templates pre-fill fields, but you can edit any field before saving the new item.

Why isn't starting balance in private account templates? Starting balance must be exact at the time you add the account. A template value would likely be wrong.

What if I delete a template I've used? Items created from the template are unaffected. They exist independently once created.

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