Order bank rules
Once you have created two or more bank rules, you can set the order to make sure that they run in the right sequence. Bank rules are applied in the order they are listed on the Spend Money Rules and Receive Money Rules tabs of the Bank Rules screen. Bank rules should be ordered so that more restrictive rules run first.
Ordering bank rules to run a more restrictive rule first
A more restrictive bank rule is one that requires a bank statement line to match more conditions or more specific values. For example, you regularly buy office supplies from ABC Stationery, which you allocate to your Office Expenses account. However, sometimes you use ABC Stationery to print brochures, which you allocate to Printing & Stationery. You always include the word 'printing' in the Description field of the payments for these brochures.
You have two bank rules set up that both check the Payee field for 'ABC Stationery'. The first rule simply allocates payments for ABC Stationery to Office Expenses.
The other rule also checks to see if the Description contains 'print', and then allocates the payment to the Printing & Stationery account.
If the rule that only checks the Payee and not the Description runs first, then all purchases from ABC Stationery, including those for printing, will be allocated to the Office Expenses account.
Therefore, you should set the order so that the more restrictive rule that checks the Description runs first.
Change the order of bank rules
Go to Accounts then Bank Accounts.
Click Bank Rules.
Click the Spend Money Rules, Receive Money Rules, or Transfer Rules tab to find the rules you want to reorder.
Click and drag the rule or rules into the new order.