When I bring up the transaction in my investment account, the category option is grayed out. I'm simply try to assign it to the "interest income" category.
thanks for your input. Sounds like the right justification, but doesn't solve my problem. It auto assigns the CD interest as "_Intinc". I prefer the more descriptive category of "Interest Income", but can't make the change. Interesting, when I try to "find and replace" it does not find any, but when I "find all", it successfully finds all entries with the description of "Wells Fargo". Frustrating. thanks for your further comments.