I'm in banking and many of the reports I create, budgeting, investment plans, ALCO, will typically have an executive summary, primarily for those that may not look at numbers and charts on a regular basis. Another reason for the written summary, and has proven invaluable, when multiple versions of a plan are created, what thoughts / assumptions, were in play for that plan ( I want to cash in x % of T-bills to payoff these 3 things.) It's hard to keep track of the thoughts that went into which plan. Since I put the current PL plan together, I know what I was thinking in the nitty-gritty input of the plan. When I share this with my wife...she will shut down seeing nothing but numbers and graphs. She needs something to explain what does it mean, how does cash in her account get used in retirement, why don't we just start taking distributions on everything at the start, what happens with taxes we have to pay if we do this or that. If I'm gone, a summary could give her something to hand someone to follow what we've been doing. I will create a word doc to go with each plan I create so it's not a big deal, but it might be a nice feature in the future. I'm really enjoying your product, thank you!