It feels like you would need to be able to distinguish “key” milestones, assumptions etc, vs everything else. Plans can be incredibly complex or fairly straightforward, depending on the choices of the plan creator. I’m not really sure how that would be accomplished in the current framework. This is worth trying to flesh out more, but it might be easier to explain your ideas on discord, in the #feature-ideas channel. Feel free to include pictures/ videos etc, that might help elaborate. I think many people have similar ideas, but it’s difficult to guess what people might think is “key”. The answer to this may dictate the need for a completely new mechanism to describe this.

Ok thanks. I think the challenge is, I build a plan on PL and spend time tweaking etc. Then I want to share it with my financial advisor to show what i’m thinking/seeing and there’s no way I’ve seen to do such a thing. Its sort of like using quickbooks but allowing your accountant to view/edit.

You can export your data to a file (Account Settings -> Export Data), They can sign up for a free trial, and then they can import. :P That gives them all the details!

Ah nice, that’s a great idea