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Affects investment performance behavior change

As best I can determine, the "Affects investment performance" setting as a category option only applies to Withdraw and Deposit 'cash' transactions and not to MiscInc or MiscExp 'cash' transactions. Those later transactions are similarly cash events, but can also relate to a security where as the former cannot tie to a security.
I recommend that MiscInc, MiscIncX, MiscExp, and MiscExpX transactions also be subject to the "Affects investment performance" checkbox. (I am not aware of any other investment transactions that associate to a user-defined category. If there are others, they too should be subject to the checkbox.) The 'i' hover-over description (quoted below) cites "Cash investment transactions". As currently implemented, that is not true.
I also suggest the label for the box be edited. Both including and excluding the category from the calculations 'affects' the investment performance calculations. IMO, 'Exclude from investment performance calculations" would be a more accurate description of the box's purpose. In that same context, the 'i' hover-over description can be clarified.
As is:
I recommend that MiscInc, MiscIncX, MiscExp, and MiscExpX transactions also be subject to the "Affects investment performance" checkbox. (I am not aware of any other investment transactions that associate to a user-defined category. If there are others, they too should be subject to the checkbox.) The 'i' hover-over description (quoted below) cites "Cash investment transactions". As currently implemented, that is not true.
I also suggest the label for the box be edited. Both including and excluding the category from the calculations 'affects' the investment performance calculations. IMO, 'Exclude from investment performance calculations" would be a more accurate description of the box's purpose. In that same context, the 'i' hover-over description can be clarified.
As is:
Check this box if this income or expense relates to creating investment returns (for example, fees paid to an advisor). Cash investment transactions with these categories won't be excluded when calculating IRR and the value of $10K.
Better (I suggest)
Check this box if you want income or expenses related to this category omitted from investment returns (for example, fees paid to an advisor). Cash investment transactions with this category will then be excluded when calculating IRR and the value of $10K.
6
Comments
https://community.quicken.com/discussion/7873784/help-me-understand-affects-investment-performance
With the box now available, if the payment is assigned to that category, the line item is removed from the 'Returns' list and is no longer treated as beneficial to the overall performance. For me, that makes the payment now excluded from the calculation.
VERY simplistically
Case with box NOT checked
..............................Investments ........................Return
Beginning Value = $100,000
Fee paid = ........................................................$1,000
Ending Value = .............................................$105,000
TOTALS ------------$100,000 --------------------$106,000 >>> 6% IRR
Case with box checked
..............................Investments ........................Return
Beginning Value = $100,000
Fee paid = ........................................................$1,000 strike this line
Ending Value = .............................................$105,000
TOTALS ------------$1000,000 ------------------$105,000 >>> 5% IRR
The calculation is fundamentally -- What you took out and ended with as compared to what you started with and added in. The feature request was to be able to edit out some of the 'take out' portion that was paid to the money managers producing the overall return.
I disagree, but it is personal preference.
Has Quicken agreed to add this ability?
This "Idea" post is to extend or broaden the implementation they provided. As is currently, the transaction must be a Withdraw or Deposit action using that category to have the transaction excluded from the calculation. I am asking for that exclusion also apply if MiscExp or MiscInc transactions are used with the category.
(Excluding the transaction means the transaction is neither investment nor return in the overall performance calculation.)