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  1. WPS Advisory
  2. General FAQs

General FAQs

Accounts & Assets

  • One of my accounts is showing as the wrong account type in WPS Lifestage Money, how can I change this?
  • How often do my accounts refresh?
  • Can I change the order of my accounts or assets?
  • I have created a manual transaction and linked it to my manual account, but the manual balance is not increasing?
  • You don't connect to my account or provider, why?
  • I can’t find my provider or account type in WPS Lifestage Money, what do I do?
See all 11 articles

Connections

  • My banking provider isn’t available. What can I do?
  • I didn't reauthorise my account within the specified time and it's no longer updating. What should I do?
  • Why can't I connect to my savings account?
  • What will happen to my historical account data if I remove a connection?
  • My connection says it needs to be reauthorised in X number of days, what does this mean?
  • Why is my connection showing as out of sync?
See all 10 articles

Transactions & Transaction Inbox

  • Why can I see duplicate transactions?
  • How do I delete a category I have created?
  • Can I add my own categories?
  • Can I edit or delete the default categories created by WPS Lifestage Money?
  • How do I change the category for a group of transactions?
  • Why do I have to keep changing the category for certain transactions?
See all 8 articles

The Support Team

  • Who are the support team?
  • How do I get in touch with the support team?
  • When is the support team available?
  • How can the support team help?
WPS Advisory