Suggestions
Allow changes to the default plan to flow into clones
It would be nice to have the option for info to simply flow into the clone automatically if and when I change the same info in the original plan. Example: If I anticipate that the cost of college for my child is going to be more expensive because she is leaning toward a private college instead of a public, I’ll need to increase that anticipated expense. It would be nice if I can make that modification in the “original plan”, and then the modification can flow automatically into the clones instead of having to hand-type each and every change I make into both the original and all of its clones. You wouldn’t need to make that a 2-way street, i.e., if I change something in the clone, it shouldn’t revert back and change the original, b/c the point of clones is to be able to change things compared to what the original was. So I really think the only thing you’d need to do is make a way to change details in the original plan and have them flow automatically into the clones (or at least have an option to click “yes” or a radio button or something), whereas there’s no need for edits in the clones to reverse-flow back to the original.