Household Budget Survey 1998
Estonia, 1998
Created on
Apr 25, 2019
Last modified
Apr 25, 2019
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Identification
Survey ID Number
EST_1998_HBS_v01_M
Title
Household Budget Survey 1998
Country
| Name | Country code |
|---|---|
| Estonia | EST |
Study type
Income/Expenditure/Household Survey [hh/ies]
Abstract
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 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.
In addition to income and expenditure, the survey provides information about the housing conditions of households, availability of durable goods and additional sources of income. It was also surveyed how the households estimated their economic possibilities and how large income the households would like to receive in order to manage comfortably without excessive luxury.
The methodology of the survey, which was worked out by the scientists of the Family Laboratory and the Institute of Mathematical Statistics of Tartu University, is close to the methodology of surveys conducted in other European countries. Population of Household Budget Survey is all Estonian non-institutional households.
The goals of Estonia Household Budget Survey are to get 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.
In addition to income and expenditure, the survey provides information about the housing conditions of households, availability of durable goods and additional sources of income. It was also surveyed how the households estimated their economic possibilities and how large income the households would like to receive in order to manage comfortably without excessive luxury.
The methodology of the survey, which was worked out by the scientists of the Family Laboratory and the Institute of Mathematical Statistics of Tartu University, is close to the methodology of surveys conducted in other European countries. Population of Household Budget Survey is all Estonian non-institutional households.
Kind of Data
Sample survey data [ssd]
Unit of Analysis
- Households,
- Individuals.
- Individuals.
Version
Version Description
v01
Scope
Notes
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.
- 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.
Coverage
Geographic Coverage
National
Geographic Unit
Cities and settlements
Universe
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
Primary investigators
| Name |
|---|
| Statistics Estonia |
Funding Agency/Sponsor
| Name |
|---|
| Statistics Estonia |
Data Collection
Dates of Data Collection
| Start | End |
|---|---|
| 1998 | 1998 |
Data Collection Mode
Face-to-face [f2f]
Data Collectors
| Name |
|---|
| Statistics Estonia |
Questionnaires
Questionnaires
The following survey instruments are used in the study:
1) Household Picture (Household Picture - Changes) filled in by the interviewer at the first meeting with the household. At the second and third visit to the household the interviewer fills in the "Household Picture - Changes", where changes in the household which have taken place during three months are recorded.
Household Picture 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 Household Picture contains data about the economic situation of the household: housing conditions, estimation of the sufficiency of the household's income, possibilities of using free services, use of land, purchasing power of the household, ownership of technical items (durable goods) and desirable income needed in order to manage comfortably without luxury.
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).
1) Household Picture (Household Picture - Changes) filled in by the interviewer at the first meeting with the household. At the second and third visit to the household the interviewer fills in the "Household Picture - Changes", where changes in the household which have taken place during three months are recorded.
Household Picture 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 Household Picture contains data about the economic situation of the household: housing conditions, estimation of the sufficiency of the household's income, possibilities of using free services, use of land, purchasing power of the household, ownership of technical items (durable goods) and desirable income needed in order to manage comfortably without luxury.
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).
Access policy
Contacts
| Name | |
|---|---|
| Statistics Estonia | stat@stat.ee |
Citation requirements
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)
Example:
Statistics Estonia. Estonia Household Budget Survey (HBS) 1998, Ref. EST_1998_HBS_v01_M. Dataset downloaded from [URL] on [date].
- 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)
Example:
Statistics Estonia. Estonia Household Budget Survey (HBS) 1998, Ref. EST_1998_HBS_v01_M. Dataset downloaded from [URL] on [date].
Disclaimer and copyrights
Disclaimer
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.
Metadata production
DDI Document ID
DDI_EST_1998_HBS_v01_M
Producers
| Name | Abbreviation | Affiliation | Role |
|---|---|---|---|
| Julia Dukhno | ECSPE | World Bank | Documentation of the study |
| Development Data Group | DECDG | World Bank | Review of metadata |
Date of Metadata Production
2012-05-29
DDI Document version
Version 01