The Household Budget Survey has been regularly conducted since July 1995 by Statistics Estonia (formerly known as the Statistical Office of Estonia).
The goals of Estonia Household Budget Survey are to get reliable information about the economic situation of households; to calculate indicators reflecting socio-economic development of the society (standards of living, cost of living, inequality, poverty, etc.); to project socio-political measures and estimate their effectiveness.
Since 2000 the survey uses a new methodology, modified with the help of a grant from the World Bank. The main alterations were:
- the sampling design was changed;
- documents identifying household and the questionnaires were redesigned;
- the diaries and questionnaires on the income and expenditure data of households were made more handy and user-friendly;
- the usage of data in macro-economics was revised;
- the organization of interviewing was somewhat altered.
Population of Household Budget Survey is all Estonian non-institutional households. Inhabitants of the nursing homes, prisons, boarding schools and monasteries do not belong to the population of HBS. To reduce the cost of the survey, the monthly sample size was reduced to 820 households. The Population Register is used to randomly select the households. Each household is interviewed twice; the rotation period is 12 months.
Kind of Data
Sample survey data [ssd]
Unit of Analysis
The scope of the Household Budget Survey includes:
- size and composition of the household;
- economic situation of the household;
- food expenditure;
- monetary and non-monetary income, taxes paid, goods and services bought by the household.
Cities and settlements
Population of Household Budget Survey is all Estonian non-institutional households. Inhabitants of the nursing homes, prisons, boarding schools and monasteries do not belong to the population of HBS.
Producers and sponsors
As in previous years, the Population Register (PR) is used for selection of a random sample. PR is a database (run by Andmevara Ltd) of all individuals living in Estonia (citizens and those having living permission). It includes a record for every person with person's name, personal identification code, address code and some other indicators.
The sampling frame is a part of the PR comprising of people 15 years old and older (earlier the age limit was 16 years). Respondents are chosen from the Population Register records by stratified systematic random sampling. Previously the households were repeatedly interviewed according to the rotation scheme. The rotation period was three months and each household was interviewed, in general, three times. Since 2000, each household is interviewed twice, the rotation period is 12 months, whereas every year half of the sample is replaced.
Detailed information about sampling is available in "Estonia Household Budget Survey Methodology" in external resources.
Dates of Data Collection
Data Collection Mode
The following survey instruments are used in the study:
1) Household Survey contains general data about the size and composition of the household (number of members, age, gender, relationship to the head of the household, nationality, educational level, ability to work, relation to work, area of occupation, form of ownership of enterprise, social group and group of occupation of household members).
Part A of the questionnaire contains general information and information about the structure of the household, part B - general information on the household members, part C covers the household's dwelling and part D - the immovable and movable property of the household.
2) The diary book of food expenditure contains data about the food expenditure of the household during half a month (half of the sample fills in the diary in the first half of the month - from 1st to 15th day - and half of the sample does it in the second half of the month - from 16th to 30th (31st) day of the month). Eating out and the consumption of self-produced or free food products are registered as well.
3) The diary book of income, taxes and expenditure contains data about monetary and non-monetary income of the surveyed month, taxes paid by the household and goods and services bought by the household. The separate parts in the diary are for recording the expenditure on construction and renovation activities and expenditure related to the household's economic and production activities and lastly expenditure on the investment of money and other transactions (depositing, borrowing, lending of money, etc).
The use of the datasets must be acknowledged using a citation which would include:
- the identification of the Primary Investigator (including country name)
- the full title of the survey and its acronym (when available), and the year(s) of implementation
- the survey reference number
- the source and date of download (for datasets disseminated online)
Statistics Estonia. Estonia Household Budget Survey (HBS) 2002, Ref. EST_2002_HBS_v01_M. Dataset downloaded from [URL] on [date].
Disclaimer and copyrights
The user of the data acknowledges that the original collector of the data, the authorized distributor of the data, and the relevant funding agency bear no responsibility for use of the data or for interpretations or inferences based upon such uses.