Investment transaction categories

Question

I have downloaded transactions from my brokerage for some Muni bonds and and they come into the register as Interest Income.  I want to change them to Interest Income Tax-Free or _IntIncTaxFree both of which are valid categories in my category list.  But I can't...those two categories are not available in the category drop-down list on the transaction and if I just type them in and press enter the category reverts to Interest Income.  Why can't I assign any category I want to a transaction?  I even changed the account type from Brokerage to Other but no help.

J_Mike · Accepted Answer

Go to the Security List and open the security in Edit mode.

Check the Tax-Free box.

In the register, the Type will show Interest Income and the Category will show Investments:Interest Income Tax-Free.

See screen shot.