New categories added to NCH MoneyLine's category list may not persist when assigned to transactions via quick selection (like dropdown in the list view) due to a common software quirk where changes require full commitment through the Edit Transaction window.
Troubleshooting Steps
Double-click the transaction to open the full Edit Transaction dialog, select your new category from the dropdown, and click OK to save explicitly—this ensures the assignment sticks. Renaming works reliably because it triggers a deeper save process, unlike basic assignments.
Prevention Tips
- Always use the Edit button or double-click for category changes on new categories, avoiding inline list edits.
- Verify the account and date filters match after saving to confirm visibility.
- If issues persist across sessions, check for MoneyLine updates or restart the app to clear any caching glitches.