Once configured, transaction files download without a hitch. My family does our banking at three different banks, and only one is available for direct connect in Koku. Most of the big name banks are here, including Wells Fargo, Citizens, Chase, and PNC, but the list is short.
However you choose to enter your transaction data, I found that both options work well, although the direct-connect feature has a limited selection of supported banks. The second option is to configure Koku to connect directly to your bank’s website and download that data automatically. The default option is to enter each transaction manually, either one transaction at a time or by importing your transaction data from files downloaded from your bank. Once you select the type of account you want to create, you choose how you want to enter your transaction data into Koku. Each of these is set up using the Library menu or the plus-sign (+) button at the bottom of the Library window. Koku supports 4 different types of accounts: Savings, Checking, Credit, and Cash. The Mac version of Koku shows you visual reports on your finances.
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