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Assigning Categories Doesn't Work


judykauf

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I just installed the free version. I downloaded my transactions from my bank website. I tried downloading first as a QFX and then as an OFX file. In both cases, once the transactions are downloaded, I am not able to change "not categorized" to a category I have set up. The dialog box comes up, I select the category, but it doesn't get applied, and "not categorized" still appears. I did succeed in assigning a category to a transaction in the list of transactions that first appeared for my review after the download, before they were imported. Does it only work to change the categories at that point? Or do I need to purchase the paid version in order to get this to work - is that the problem?

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