Syncing Accounts with Direct Connect

Once your accounts are successfully set up for Direct Connect, you can manage the frequency with which your accounts sync to your financial institutions. In order for Koku to successfully sync your accounts, you must be connected to the internet.

Editing Your Sync Preferences

  1. From the Koku menu, select Preferences.
    Koku Preferences

  2. Under General Preferences, choose your desired sync frequency from the drop down menu:
    General Preferences
    Set Frequency
    At Startup: Koku will sync your accounts each time the application is launched (default).
    Manually: Koku will not sync your accounts automatically, you must manually sync your accounts as explained in the Syncing Accounts On Demand section.
    Every Hour: Koku will sync your accounts hourly.
    Every Day: Koku will sync your accounts once daily.

  3. Select whether or not Koku should automatically tag transactions for you by checking the box labeled Tag transactions automatically. This feature will only be applied if the financial institution supports automatic tagging standards.

  4. Close the Preferences window when you have completed your changes.

Syncing Accounts On Demand

  1. To synchronize all your Direct Connect accounts on demand at any time, select Synchronize All from the Account menu.
    Sync All Accounts

  2. To synchronize a specific Direct Connect account hover over Synchronize from the Account menu and select the account you wish to sync.
    Sync Specific Account

  3. Koku will immediately sync your selected accounts and will place a blue status indicator next to each new transaction that is downloaded. The number of new transactions will also be noted next to the Account name in the source list.
    Sync Complete

Troubleshooting

If Koku is unable to sync your Direct Connect account, an alert icon will display next to the account in the source list and Koku will display an error message like the one below.
Sync Failed
Sync Error

To troubleshoot this issue, take the following steps:

  1. Verify that your internet connection is functioning properly.
  2. Verify that your username/password combination has not been changed or reset for the account in question. If you have recently changed or reset your account login with your financial institution, you will need to edit your account settings accordingly.
  3. If your internet is working properly and you have verified that your Direct Connect username and password are correct in Koku, try quitting and re-starting Koku.
  4. If the problem persists, please contact our team.

« Back to Account Help