Consumer Expenditure Survey, 2013: Interview Survey and Detailed Expenditure Files (ICPSR 36237)

Principal Investigator(s): United States Department of Labor. Bureau of Labor Statistics

Summary:

The Consumer Expenditure Survey (CE) program provides a continuous and comprehensive flow of data on the buying habits of American consumers, including data on their expenditures, income, and consumer unit (families and single consumers) characteristics. These data are used widely in economic research and analysis, and in support of revisions of the Consumer Price Index.

The CE program is comprised of two separate components, each with its own questionnaire and independent sample: (1) the quarterly Interview Survey, and (2) the Diary Survey. This data collection contains the quarterly Interview Survey data, which was designed to collect data on major items of expense which respondents could be expected to recall for 3 months or longer. Items include relatively large expenditures, such as those for property, automobiles, and major durable goods, and those that occurred on a regular basis, such as rent or utilities. The Interview Survey does not collect data on expenses for housekeeping supplies, personal care products, and nonprescription drugs, which contribute about 5 to 15 percent of total expenditures.

The 2013 Interview Survey contains eight groups of Interview data files (FMLI, MEMI, MTBI, ITBI, ITII, NTAXI, FPAR, and MCHI), forty-three Detailed Expenditure (EXPN) files, and processing files. The FMLI, MEMI, MTBI, ITBI, ITII, and NTAXI files are organized by the calendar quarter of the year in which the data were collected. There are five quarterly datasets for each of these files, running from the first quarter of 2013 through the first quarter of 2014 (with NTAXI files starting the second quarter of 2013). The FMLI file contains consumer unit (CU) characteristics, income, and summary level expenditures; the MEMI file contains member characteristics and income data; the MTBI file contains expenditures organized on a monthly basis at the Universal Classification Code (UCC) level; the ITBI file contains income data converted to a monthly time frame and assigned to UCCs; and the ITII file contains the five imputation variants of the income data converted to a monthly time frame and assigned to UCCs. The NTAXI file contains federal and state tax information for each tax unit within the CU.

The FPAR and MCHI datasets are grouped as 2-year datasets (2012 and 2013), plus the first quarter of 2014, and contain paradata about the Interview survey. The FPAR file contains CU level data about the Interview survey, including timing and record use. The MCHI file contains data about each interview contact attempt, including reasons for refusal and times of contact. Both FPAR and MCHI files contain five quarters of data.

The EXPN files contain expenditure data and ancillary descriptive information, often not available on the FMLI or MTBI files, in a format similar to the Interview questionnaire. In addition to the extra information available on the EXPN files, users can identify distinct spending categories easily and reduce processing time due to the organization of the files by type of expenditure. Each of the 43 EXPN files contains five quarters of data, directly derived from their respective questionnaire sections.

The processing files enhance computer processing and tabulation of data, and provide descriptive information on item codes. There are two types of processing files: (1) aggregation scheme files used in the published consumer expenditure survey interview tables and integrated tables (ISTUB and INTSTUB), and (2) a vehicle make file (CAPIVEHI). The processing files are further explained in the Interview Survey Users' Guide, Section III.H.9. "Processing Files." In addition to the primary users' guide, the Users' Guide to Income Imputation provides information on how to appropriately use the imputed income data.

Demographic and family characteristics data include age, sex, race, marital status, and CU relationships for each CU member. Income information was also collected, such as wage, salary, unemployment compensation, child support, and alimony, as well as information on the employment of each CU member age 14 and over.

The unpublished integrated CE data tables produced by the BLS are available to download through NADAC (click on "Other" in the Dataset(s) section). The tables show average and percentile expenditures for detailed items, as well as the standard error and coefficient of variation (CV) for each spending estimate. The BLS unpublished integrated CE data tables are provided as an easy-to-use tool for obtaining spending estimates. However, users are cautioned to read the BLS explanatory letter accompanying the tables. The letter explains that estimates of average expenditures on detailed spending items (such as leisure and art-related categories) may be unreliable due to so few reports of expenditures for those items.

Series: Consumer Expenditure Survey Series

Access Notes

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Dataset(s)

DS1:  First Quarter, 2013: Consumer Unit (CU) Characteristics and Income File (FMLI) - Download All Files (117.685 MB)
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DS2:  First Quarter, 2013: Member Characteristics and Income File (MEMI) - Download All Files (58.453 MB)
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DS3:  First Quarter, 2013: Monthly Expenditure File (MTBI) - Download All Files (190.133 MB) large file
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DS4:  First Quarter, 2013: Income File (ITBI) - Download All Files (87.197 MB)
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DS5:  First Quarter, 2013: Imputed Income File (ITII) - Download All Files (123.31 MB)
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DS6:  Second Quarter, 2013: Consumer Unit (CU) Characteristics and Income File (FMLI) - Download All Files (114.625 MB)
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DS7:  Second Quarter, 2013: Member Characteristics and Income File (MEMI) - Download All Files (56.059 MB)
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DS8:  Second Quarter, 2013: Monthly Expenditure File (MTBI) - Download All Files (167.879 MB) large file
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DS9:  Second Quarter, 2013: Income File (ITBI) - Download All Files (97.508 MB)
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DS10:  Second Quarter, 2013: Imputed Income File (ITII) - Download All Files (141.219 MB)
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DS11:  Second Quarter, 2013: Tax File (NTAXI) - Download All Files (23.713 MB)
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DS12:  Third Quarter, 2013: Consumer Unit (CU) Characteristics and Income File (FMLI) - Download All Files (110.33 MB)
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DS13:  Third Quarter, 2013: Member Characteristics and Income File (MEMI) - Download All Files (54.292 MB)
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DS14:  Third Quarter, 2013: Monthly Expenditure File (MTBI) - Download All Files (163.979 MB) large file
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DS15:  Third Quarter, 2013: Income File (ITBI) - Download All Files (93.522 MB)
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ASCII + SAS Setup    SPSS Setup    Stata Setup    Other
DS16:  Third Quarter, 2013: Imputed Income File (ITII) - Download All Files (134.814 MB)
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DS17:  Third Quarter, 2013: Tax File (NTAXI) - Download All Files (23.106 MB)
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ASCII + SAS Setup    SPSS Setup    Stata Setup    Other
DS18:  Fourth Quarter, 2013: Consumer Unit (CU) Characteristics and Income File (FMLI) - Download All Files (103.696 MB)
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DS19:  Fourth Quarter, 2013: Member Characteristics and Income File (MEMI) - Download All Files (50.723 MB)
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DS20:  Fourth Quarter, 2013: Monthly Expenditure File (MTBI) - Download All Files (151.225 MB) large file
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DS21:  Fourth Quarter, 2013: Income File (ITBI) - Download All Files (87.604 MB)
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DS22:  Fourth Quarter, 2013: Imputed Income File (ITII) - Download All Files (125.263 MB)
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DS23:  Fourth Quarter, 2013: Tax File (NTAXI) - Download All Files (22.09 MB)
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ASCII + SAS Setup    SPSS Setup    Stata Setup    Other
DS24:  First Quarter, 2014: Consumer Unit (CU) Characteristics and Income File (FMLI) - Download All Files (110.074 MB)
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DS25:  First Quarter, 2014: Member Characteristics and Income File (MEMI) - Download All Files (53.778 MB)
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DS26:  First Quarter, 2014: Monthly Expenditure File (MTBI) - Download All Files (164.303 MB) large file
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DS27:  First Quarter, 2014: Income File (ITBI) - Download All Files (92.818 MB)
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DS28:  First Quarter, 2014: Imputed Income File (ITII) - Download All Files (132.723 MB)
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DS29:  First Quarter, 2014: Tax File (NTAXI) - Download All Files (23.046 MB)
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DS30:  CU Level Paradata Information (FPAR) - Download All Files (131.949 MB)
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DS31:  Record Level Paradata Information (MCHI) - Download All Files (471.642 MB) large file
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DS32:  EXPN: Rented Living Quarters (all) - Rental Payments, Facilities, and Services (RNT) - Download All Files (20.891 MB)
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DS33:  EXPN: Owned Living Quarters and Other Owned Real Estate - Detailed Property Description (OPB) - Download All Files (26.536 MB)
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DS34:  EXPN: Owned Living Quarters and Other Owned Real Estate - Disposed of Property (OPD) - Download All Files (9.39 MB)
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DS35:  EXPN: Owned Living Quarters and Other Owned Real Estate - Mortgage/Lump Sum Home Equity Loan (MOR) - Download All Files (26.239 MB)
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DS36:  EXPN: Owned Living Quarters and Other Owned Real Estate - Lump Sum Home Equity Loans (HEL) - Download All Files (10.133 MB)
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DS37:  EXPN: Owned Living Quarters and Other Owned Real Estate - Line of Credit Home Equity Loans (OPH) - Download All Files (9.983 MB)
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DS38:  EXPN: Owned Living Quarters and Other Owned Real Estate - Ownership Costs (OPI) - Download All Files (83.665 MB)
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DS39:  EXPN: Utilities And Fuels for Owned and Rented Properties - Telephone Expenses (UTA) - Download All Files (43.233 MB)
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DS40:  EXPN: Utilities And Fuels for Owned and Rented Properties - Other Telephone Expenses (UTP) - Download All Files (14.956 MB)
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DS41:  EXPN: Utilities And Fuels for Owned and Rented Properties - Internet Services Expenses (UTI) - Download All Files (23.686 MB)
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DS42:  EXPN: Utilities And Fuels for Owned and Rented Properties - Utilities and Fuels for Owned and Rented Properties (UTC) - Download All Files (65.489 MB)
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DS43:  EXPN: Construction, Repairs, Alterations and Maintenance of Owned and Rented Property - Construction, Repairs, Alterations and Maintenance of Property (CRA) - Download All Files (9.739 MB)
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DS44:  EXPN: Construction, Repairs, Alterations and Maintenance of Owned and Rented Property - Alterations and Maintenance of Property - Jobs Not Yet Started (CRB) - Download All Files (21.106 MB)
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DS45:  EXPN: Appliances, Household Equipment, and Other Selected Items - Purchase of Household Appliances (APA) - Download All Files (10.702 MB)
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DS46:  EXPN: Appliances, Household Equipment, and Other Selected Items - Purchase of Household Appliances and Other Selected Items (APB) - Download All Files (27.674 MB)
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DS47:  EXPN: Household Item Repairs and Service Contracts - Household Item Repairs and Service Contracts (EQB) - Download All Files (11.378 MB)
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DS48:  EXPN: Home Furnishings and Related Household Items - Purchases of Home Furnishings and Related Household Items (FRA) - Download All Files (21.688 MB)
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DS49:  EXPN: Home Furnishings and Related Household Items - Rental, Leasing, or Repair of Furniture (FRB) - Download All Files (9.38 MB)
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DS50:  EXPN: Clothing and Jewelry - Clothing, Watches, and Jewelry (CLA) - Download All Files (78.486 MB)
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DS51:  EXPN: Clothing and Sewing Materials - Clothing Services (CLD) - Download All Files (10.29 MB)
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DS52:  EXPN: Rented and Leased Vehicles - Screening Questions (RTV) - Download All Files (9.562 MB)
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DS53:  EXPN: Rented and Leased Vehicles - Detailed Questions (LSD) - Download All Files (10.694 MB)
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DS54:  EXPN: Owned Vehicles - Detailed Questions (OVB) - Download All Files (87.098 MB)
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DS55:  EXPN: Owned Vehicles - Disposal of Vehicles (OVC) - Download All Files (10.174 MB)
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DS56:  EXPN: Vehicle Operating Expenses - Vehicle Maintenance and Repair (VEQ) - Download All Files (29.678 MB)
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DS57:  EXPN: Vehicle Operating Expenses - Licensing, Registration, and Inspection of Vehicles (VLR) - Download All Files (13.185 MB)
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DS58:  EXPN: Vehicle Operating Expenses - Other Vehicle Operating Expenses (VOT) - Download All Files (24.311 MB)
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DS59:  EXPN: Insurance other than Health - Detailed Questions (INB) - Download All Files (74.121 MB)
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DS60:  EXPN: Hospitalization and Health Insurance - Detailed Questions (IHB) - Download All Files (25.966 MB)
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DS61:  EXPN: Hospitalization and Health Insurance - Medicare and Medicaid (IHC) - Download All Files (14.541 MB)
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DS62:  EXPN: Hospitalization and Heath Insurance - Medicare Prescription Drug Program (IHD) - Download All Files (11.777 MB)
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DS63:  EXPN: Medical and Health Expenditures - Payments for Medical Expenses (MDB) - Download All Files (35.882 MB)
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DS64:  EXPN: Medical and Health Expenditures - Reimbursements for Medical Expenses (MDC) - Download All Files (9.949 MB)
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DS65:  EXPN: Educational Expenses - Expenses paid by the CU (EDA) - Download All Files (15.968 MB)
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DS66:  EXPN: Subscriptions, Memberships, Books, and Entertainment Expenses - Subscriptions and Memberships (SUB) - Download All Files (22.805 MB)
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DS67:  EXPN: Trips and Vacations - 100% Reimbursed Trips (TRD) - Download All Files (10.622 MB)
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DS68:  EXPN: Trips and Vacations - Trips Paid Entirely by CU and Partially Reimbursed Trips (TRB) - Download All Files (24.795 MB)
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DS69:  EXPN: Trips and Vacations - Trip Expenses for Non CU Members (TRE) - Download All Files (10.086 MB)
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DS70:  EXPN: Trips and Vacations - Local Overnight Stays (TRF) - Download All Files (9.488 MB)
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DS71:  EXPN: Miscellaneous Expenses - Miscellaneous Expenses (MIS) - Download All Files (32.874 MB)
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DS72:  EXPN: Miscellaneous Expenses - Contributions (CNT) - Download All Files (17.029 MB)
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DS73:  EXPN: Expense Patterns for Food, Beverages, and Other Selected Items - Expense Patterns for Food and Beverages (XPA) - Download All Files (28.162 MB)
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ASCII + SAS Setup    SPSS Setup    Stata Setup    Other
DS74:  EXPN: Expense Patterns for Food, Beverages, and Other Selected Items - Expense Patterns for Selected Services and Goods (XPB) - Download All Files (27.32 MB)
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Study Description

Citation

United States Department of Labor. Bureau of Labor Statistics. Consumer Expenditure Survey, 2013: Interview Survey and Detailed Expenditure Files. ICPSR36237-v2. Ann Arbor, MI: Inter-university Consortium for Political and Social Research [distributor], 2015-11-25. https://doi.org/10.3886/ICPSR36237.v2

Persistent URL: https://doi.org/10.3886/ICPSR36237.v2

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Scope of Study

Subject Terms:    consumer behavior, consumer expenditures, consumer price index, consumers, demographic characteristics, durable goods, food costs, household income, households, income estimates, population estimates, purchasing

Smallest Geographic Unit:    Primary Sampling Unit

Geographic Coverage:    United States

Time Period:   

  • 2012--2014

Date of Collection:   

  • 2013 (First Quarter through Fourth Quarter)
  • 2014 (First Quarter)

Unit of Observation:    Consumer Unit

Universe:    Eligible population includes all civilian non-institutional persons.

Data Type(s):    survey data

Data Collection Notes:

This collection has been minimally processed. ICPSR has extracted variable label and value label information from the Interview Data Dictionary (contained within the ICPSR Codebook) and applied these labels to the corresponding data files. Additionally, UCC item codes have been applied for each UCC variable.

The Interview Survey User Guide does not include an explanation of all information in the EXPN files. Users are strongly encouraged to refer to the questionnaire. Survey forms, as well as the CAPI questionnaire, are available on the Consumer Expenditure Survey Web page.

Variable NEWID (CU's unique identification number) can be used to link records across the data files.

A related data collection, the Consumer Expenditure Survey, 2013: Diary Survey Files, is available as ICPSR 36275.

Please refer to the BLS Consumer Expenditure Survey Web page for additional information about this data series.

Methodology

Sample:    National probability sample of households designed to represent the total United States non-institutionalized civilian population.

Time Method:    Longitudinal: Trend / Repeated Cross-section

Weight:    The data are not weighted. However, the data files feature various weights variables that users may wish to apply during analyses. Please refer to the Interview Survey User Guide for a detailed explanation of the weighting procedures.

Mode of Data Collection:    computer-assisted personal interview (CAPI), face-to-face interview, telephone interview

Extent of Processing:   ICPSR data undergo a confidentiality review and are altered when necessary to limit the risk of disclosure. ICPSR also routinely creates ready-to-go data files along with setups in the major statistical software formats as well as standard codebooks to accompany the data. In addition to these procedures, ICPSR performed the following processing steps for this data collection:

  • Created variable labels and/or value labels.

Version(s)

Original ICPSR Release:   2015-10-28

Version History:

  • 2015-11-25 The unpublished integrated CE data tables have been added to the collection.

Variables

Utilities

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