drweisinger said: 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.
drweisinger said: 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.