Setting Up Direct Connect

In Koku, Direct Connect may be set up on any checking, savings or credit account from any of the supported financial institutions listed here.

Before getting started, you will need to know the username and password that you use when logging into your financial institution's website to view your account. If you do not have a login for the account, you will need to set this capability up with your institution before you can enable Direct Connect in Koku.

1. Select New Account... from the Accounts menu
   

2. Choose the type of Account you wish to create from the drop down and click Continue.
   

3. Enter a name for your Account then click the Configure button.
   

4. Select your financial institution from the drop down list.
   
   
   

5. Enter your username and password for the selected financial institution and click the Configure button.
   

6. Koku will begin verifying the information you have entered with your financial institution.
   

7. Once your information is successfully verified, Koku will return to the main account screen indicating that Direct Connect is successfully set up. Click Done. Koku has created your account and will begin automatically downloading your account data!
   

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