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Curated

Consumer Expenditure Survey, 2001: Diary Survey (ICPSR 3675)

Released/updated on: 2008-02-11
Geographic coverage: United States
The ongoing Consumer Expenditure Survey (CES) provides a continuous flow of information on the buying habits of American consumers and also furnishes data to support periodic revisions of the Consumer Price Index. The survey consists of two separate components: (1) a quarterly Interview Survey in which each consumer unit in the sample is interviewed every three months over a fifteen-month period, and (2) a Diary Survey completed by the sample consumer units for two consecutive one-week periods. The Diary Survey contains consumer information on small, frequently-purchased items such as food, beverages, food consumed away from home, gasoline, housekeeping supplies, nonprescription drugs and medical supplies, and personal care products and services. Participants are asked to maintain expense records, or diaries, of all purchases made each day for two consecutive one-week periods. The Consumer Unit Characteristics and Income (FMLY) files supply information on consumer unit characteristics, consumer unit income, and characteristics and earnings of the reference person and his or her spouse. A consumer unit (CU) consists of all members of a particular housing unit who are related by blood, marriage, adoption, or some other legal arrangement. Consumer unit determination for unrelated persons is based on financial independence. Member Characteristics (MEMB) files contain selected characteristics and earnings for each consumer unit member, including information on relationship to reference person. The Detailed Expenditures (EXPN) files present weekly data on expenditures at the Universal Classification Code (UCC) level, while Income (DTAB) files contain data on CU characteristics and income at the UCC level. Part 20, Documentation File, includes a sample program and a list of the FMLY, MEMB, EXPN, and DTAB variables by start position. Part 17, Aggregation File, and Part 18, Label File, consist of processing files used by the program in Part 20. Part 25 is a SAS program that generates means, variances, standard errors, and coefficients of variation.
Curated

Consumer Expenditure Survey, 2001: Interview Survey and Detailed Expenditure Files (ICPSR 3674)

Released/updated on: 2006-01-12
Geographic coverage: United States
The ongoing Consumer Expenditure Survey (CES) provides a continuous flow of information on the buying habits of American consumers and also furnishes data to support periodic revisions of the Consumer Price Index. The survey consists of two separate components: (1) a quarterly Interview Survey in which each consumer unit in the sample is interviewed every three months over a 15-month period, and (2) a Diary Survey completed by the sample consumer units for two consecutive one-week periods. The Interview Survey was designed to collect data on major items of expense, household characteristics, and income. The expenditures covered by the survey are those that respondents can recall fairly accurately for three months or longer. In general, these expenditures include relatively large purchases, such as those for property, or expenditures that occur on a fairly regular basis, such as rent, utilities, or insurance premiums. Excluded are nonprescription drugs, household supplies, and personal care items. Including global estimates on spending for food, it is estimated that about 90 to 95 percent of expenditures are covered in the Interview Survey. The Detailed Expenditure Files were created from all the major expenditure sections of the Interview Survey questionnaires and contain the most detailed expenditure data from the Interview Survey. Parts 74-77 contain processing files used by the program in Part 78. Part 78, Documentation File, includes a sample program and lists all of the data file variables by start position. Part 79 is a SAS program that generates means, variances, standard errors, and coefficients of variation.
Curated

Consumer Expenditure Survey, 2002: Diary Survey (ICPSR 3937)

Released/updated on: 2008-03-21
Geographic coverage: United States
The ongoing Consumer Expenditure Survey (CES) provides a continuous flow of information on the buying habits of American consumers and also furnishes data to support periodic revisions of the Consumer Price Index. The survey consists of two separate components: (1) a quarterly Interview Survey in which each consumer unit in the sample is interviewed every three months over a fifteen-month period, and (2) a Diary Survey completed by the sample consumer units for two consecutive one-week periods. The Diary Survey contains consumer information on small, frequently-purchased items such as food, beverages, food consumed away from home, gasoline, housekeeping supplies, nonprescription drugs and medical supplies, and personal care products and services. Participants are asked to maintain expense records, or diaries, of all purchases made each day for two consecutive one-week periods. The Consumer Unit Characteristics and Income (FMLY) files supply information on consumer unit characteristics, consumer unit income, and characteristics and earnings of the reference person and his or her spouse. A consumer unit (CU) consists of all members of a particular housing unit who are related by blood, marriage, adoption, or some other legal arrangement. Consumer unit determination for unrelated persons is based on financial independence. Member Characteristics (MEMB) files contain selected characteristics and earnings for each consumer unit member, including information on relationship to reference person. The Detailed Expenditures (EXPN) files present weekly data on expenditures at the Universal Classification Code (UCC) level, while Income (DTAB) files contain data on CU characteristics and income at the UCC level.
Curated

Consumer Expenditure Survey, 2002: Interview Survey and Detailed Expenditure Files (ICPSR 3949)

Released/updated on: 2006-01-12
Geographic coverage: United States
Time period: 2002-01-01--2003-01-01
The ongoing Consumer Expenditure Survey (CES) provides a continuous flow of information on the buying habits of American consumers and also furnishes data to support periodic revisions of the Consumer Price Index. The survey consists of two separate components: (1) a quarterly Interview Survey in which each consumer unit in the sample is interviewed every three months over a 15-month period, and (2) a Diary Survey completed by the sample consumer units for two consecutive one-week periods. The Interview Survey was designed to collect data on major items of expense, household characteristics, and income. The expenditures covered by the survey are those that respondents can recall fairly accurately for three months or longer. In general, these expenditures include relatively large purchases, such as those for property, or expenditures that occur on a fairly regular basis, such as rent, utilities, or insurance premiums. Excluded are nonprescription drugs, household supplies, and personal care items. Including global estimates on spending for food, it is estimated that about 90 to 95 percent of expenditures are covered in the Interview Survey. The Detailed Expenditure Files were created from all the major expenditure sections of the Interview Survey questionnaires and contain the most detailed expenditure data from the Interview Survey. Parts 71-75 contain processing files used by the Interview Survey Sample Program (Part 70).
Curated

Consumer Expenditure Survey, 2003: Diary Survey (ICPSR 4180)

Released/updated on: 2007-06-13
Geographic coverage: United States
The ongoing Consumer Expenditure Survey (CES) provides a continuous flow of information on the buying habits of American consumers and also furnishes data to support periodic revisions of the Consumer Price Index. The survey consists of two separate components: (1) a quarterly Interview Survey in which each consumer unit in the sample is interviewed every three months over a 15-month period, and (2) a Diary Survey completed by the sample consumer units for two consecutive one-week periods. The Diary Survey contains consumer information on small, frequently-purchased items such as food, beverages, food consumed away from home, gasoline, housekeeping supplies, nonprescription drugs and medical supplies, and personal care products and services. Participants are asked to maintain expense records, or diaries, of all purchases made each day for two consecutive one-week periods. The Consumer Unit Characteristics and Income (FMLY) files supply information on consumer unit characteristics, consumer unit income, and characteristics and earnings of the reference person and his or her spouse. A consumer unit (CU) consists of all members of a particular housing unit who are related by blood, marriage, adoption, or some other legal arrangement. Consumer unit determination for unrelated persons is based on financial independence. Member Characteristics (MEMB) files contain selected characteristics and earnings for each consumer unit member, including information on relationship to reference person. The Detailed Expenditures (EXPN) files present weekly data on expenditures at the Universal Classification Code (UCC) level, while Income (DTAB) files contain data on CU characteristics and income at the UCC level.
Curated

Consumer Expenditure Survey, 2003: Interview Survey and Detailed Expenditure Files (ICPSR 4184)

Released/updated on: 2007-06-14
Geographic coverage: United States
The ongoing Consumer Expenditure Survey (CES) provides a continuous flow of information on the buying habits of American consumers and also furnishes data to support periodic revisions of the Consumer Price Index. The survey consists of two separate components: (1) a quarterly Interview Survey in which each consumer unit in the sample is interviewed every three months over a 15-month period, and (2) a Diary Survey completed by the sample consumer units for two consecutive one-week periods. The Interview Survey was designed to collect data on major items of expense, household characteristics, and income. The expenditures covered by the survey are those that respondents can recall fairly accurately for three months or longer. In general, these expenditures include relatively large purchases, such as those for property, or expenditures that occur on a fairly regular basis, such as rent, utilities, or insurance premiums. Excluded are nonprescription drugs, household supplies, and personal care items. Including global estimates on spending for food, it is estimated that about 90 to 95 percent of expenditures are covered in the Interview Survey. The Detailed Expenditure Files were created from all the major expenditure sections of the Interview Survey questionnaires and contain the most detailed expenditure data from the Interview Survey.
Curated

Consumer Expenditure Survey, 2004: Diary Survey (ICPSR 4415)

Released/updated on: 2013-08-01
Geographic coverage: United States

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 Consumer Expenditure Survey (CE) program is comprised of two separate components (each with its own survey questionnaire and independent sample), the Diary Survey and the quarterly Interview Survey (ICPSR 4416). This data collection contains the Diary Survey data, which was designed to obtain data on frequently purchased smaller items, including food and beverages (both at home and in food establishments), gasoline, housekeeping supplies, tobacco, nonprescription drugs, and personal care products and services. Each consumer unit (CU) recorded its expenditures in a diary for two consecutive 1-week periods. Although the diary was designed to collect information on expenditures that could not be easily recalled over time, respondents were asked to report all expenses (except overnight travel) that the CU incurred during the survey week.

The microdata in this collection are available as SAS, SPSS, and STATA datasets or ASCII comma-delimited files. The 2004 Diary release contains five sets of data files (FMLY, MEMB, EXPN, DTAB, DTAB_IMPUTE) and three processing files. The FMLY, MEMB, EXPN, DTAB, and DTAB_IMPUTE files are organized by the quarter of the calendar year in which the data were collected. There are four quarterly datasets for each of these files.

The FMLY files contain CU characteristics, income, and summary level expenditures; the MEMB files contain member characteristics and income data; the EXPN files contain detailed weekly expenditures at the Universal Classification Code (UCC) level; the DTAB files contain the CU's reported income values or the mean of the five imputed income values in the multiple imputation method; and the DTAB_IMPUTE files contain the five imputed income values. Please note that the summary level expenditure and income information on the FMLY files permits the data user to link consumer spending, by general expenditure category, and household characteristics and demographics on one set of files.

The three processing files enhance computer processing and tabulation of data, and provide descriptive information on item codes. The three processing files are: (1) an aggregation scheme file used in the published consumer expenditure tables (DSTUB), (2) a UCC file that contains UCCs and their abbreviated titles, identifying the expenditure, income, or demographic item represented by each UCC, and (3) a sample program file that contains the computer program used in Section VII "MICRODATA VERIFICATION AND ESTIMATION METHODOLOGY" of the Diary User Guide. The processing files are further explained in Section III.E.5. "PROCESSING FILES" of the same User Guide documentation. There is also a second user guide, User's Guide to Income Imputation in the CE, which includes 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, 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 was also collected.

Curated

Consumer Expenditure Survey, 2004: Interview Survey and Detailed Expenditure Files (ICPSR 4416)

Released/updated on: 2013-08-01
Geographic coverage: United States

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), the quarterly Interview Survey and the Diary Survey (ICPSR 4415). 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. These included 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 microdata in this collection are available as SAS, SPSS, and STATA datasets or ASCII comma-delimited files. The 2004 Interview Survey release contains five groups of Interview data files (FMLY, MEMB, MTAB, ITAB, and ITAB_IMPUTE), 50 EXPN files, and four processing files.

The FMLY, MEMB, MTAB, ITAB, and ITAB_IMPUTE 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 2004 through the first quarter of 2005. The FMLY file contains consumer unit (CU) characteristics, income, and summary level expenditures; the MEMB file contains member characteristics and income data; the MTAB file contains expenditures organized on a monthly basis at the Universal Classification Code (UCC) level; the ITAB file contains income data converted to a monthly time frame and assigned to UCCs; and the ITAB_IMPUTE file contains the five imputation variants of the income data converted to a monthly time frame and assigned to UCCs.

The EXPN files contain expenditure data and ancillary descriptive information, often not available on the FMLY or MTAB 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 50 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. The processing files are: (1) aggregation scheme files used in the published consumer expenditure survey interview tables and integrated tables (ISTUB and INTSTUB), (2) a UCC file that contains UCCs and their abbreviated titles, identifying the expenditure, income, or demographic item represented by each UCC, (3) two vehicle make and model files (VEHI and CAPIVEHI), and (4) files containing sample programs (See Section VII.A. SAMPLE PROGRAM). The processing files are further explained in the Interview User Guide, Section III.F.6. "PROCESSING FILES." There is also a second user guide, User's Guide to Income Imputation in the CE, which includes 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, 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 was also collected.

Curated

Consumer Expenditure Survey, 2011: Diary Survey Files (ICPSR 34442)

Released/updated on: 2012-11-05
Geographic coverage: United States

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 survey questionnaire and independent sample), the Diary Survey and the quarterly Interview Survey (ICPSR 34441). This data collection contains the Diary Survey data, which was designed to obtain data on frequently purchased smaller items, including food and beverages (both at home and in food establishments), gasoline, housekeeping supplies, tobacco, nonprescription drugs, and personal care products and services. Each consumer unit (CU) recorded its expenditures in a diary for two consecutive 1-week periods. Although the diary was designed to collect information on expenditures that could not be easily recalled over time, respondents were asked to report all expenses (except overnight travel) that the CU incurred during the survey week.

The microdata in this collection are available as SAS, SPSS, and STATA datasets or ASCII comma-delimited files. The 2011 Diary release contains five sets of data files (FMLY, MEMB, EXPN, DTBD, DTID) and three processing files. The FMLY, MEMB, EXPN, DTBD, and DTID files are organized by the quarter of the calendar year in which the data were collected. There are four quarterly datasets for each of these files.

The FMLY files contain CU characteristics, income, and summary level expenditures; the MEMB files contain member characteristics and income data; the EXPN files contain detailed weekly expenditures at the Universal Classification Code (UCC) level; the DTBD files contains the CU's reported annual income values or the mean of the five imputed income values in the multiple imputation method; and the DTID files contain the five imputed income values. Please note that the summary level expenditure and income information on the FMLY files permits the data user to link consumer spending, by general expenditure category, and household characteristics and demographics on one set of files.

The three processing files enhance computer processing and tabulation of data, and provide descriptive information on item codes. The three processing files are: (1) an aggregation scheme file used in the published consumer expenditure tables (DSTUB), (2) a UCC file that contains UCCs and their abbreviated titles, identifying the expenditure, income, or demographic item represented by each UCC, and (3) a sample program file that contains the computer program used in Section VII. "MICRODATA VERIFICATION AND ESTIMATION METHODOLOGY" of the Diary User Guide. The processing files are further explained in Section III.F.6. "PROCESSING FILES" of the same User Guide documentation. There is also a second user guide, User's Guide to Income Imputation in the CE, which includes 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, 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 was also collected.

Curated

Consumer Expenditure Survey, 2011: Interview Survey and Detailed Expenditure Files (ICPSR 34441)

Released/updated on: 2012-11-05
Geographic coverage: United States
Time period: 2010-01-01--2012-01-01

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), the quarterly Interview Survey and the Diary Survey (ICPSR 34442). 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. These included 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 microdata in this collection are available as SAS, SPSS, and STATA datasets or ASCII comma-delimited files. The 2011 Interview Survey release contains seven groups of Interview data files (FMLY, MEMB, MTBI, ITBI, ITII, FPAR, and MCHI), 50 EXPN files, and processing files.

The FMLY, MEMB, MTBI, ITBI, and ITII 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 2011 through the first quarter of 2012. The FMLY file contains consumer unit (CU) characteristics, income, and summary level expenditures; the MEMB 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 FPAR and MCHI datasets are grouped as 2-year datasets (2010 and 2011), plus the first quarter of the 2012 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 FMLY 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 50 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. The processing files are: (1) aggregation scheme files used in the published consumer expenditure survey interview tables and integrated tables (ISTUB and INTSTUB), (2) a UCC file that contains UCCs and their abbreviated titles, identifying the expenditure, income, or demographic item represented by each UCC, (3) a vehicle make file (CAPIVEHI), and (4) files containing sample programs. The processing files are further explained in the Interview User Guide, Section III.G.8. "PROCESSING FILES." There is also a second user guide, User's Guide to Income Imputation in the CE, which includes 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, 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 was also collected.

Curated
Simple Crosstabs

Consumer Expenditure Survey, 2013: Diary Survey Files (ICPSR 36275)

Released/updated on: 2015-10-19
Geographic coverage: United States

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 survey questionnaire and independent sample), the Diary Survey and the quarterly Interview Survey (ICPSR 36237). This data collection contains the Diary Survey component, which was designed to obtain data on frequently purchased smaller items, including food, housing, apparel and services, transportation, entertainment, and out-of-pocket health care costs. Each consumer unit (CU) recorded its expenditures in a diary for two consecutive 1-week periods. Although the diary was designed to collect information on expenditures that could not be easily recalled over time, respondents were asked to report all expenses (except overnight travel) that the CU incurred during the survey week.

The 2013 Diary Survey release contains five sets of data files (FMLD, MEMD, EXPD, DTBD, DTID), and one processing file (DSTUB). The FMLD, MEMD, EXPD, DTBD, and DTID files are organized by the quarter of the calendar year in which the data were collected. There are four quarterly datasets for each of these files.

The FMLD files contain CU characteristics, income, and summary level expenditures; the MEMD files contain member characteristics and income data; the EXPD files contain detailed weekly expenditures at the Universal Classification Code (UCC) level; the DTBD files contain the CU's reported annual income values or the mean of the five imputed income values in the multiple imputation method; and the DTID files contain the five imputed income values. Please note that the summary level expenditure and income information on the FMLD files permit the data user to link consumer spending, by general expenditure category, and household characteristics and demographics on one set of files.

The DSTUB file provides the aggregation scheme used in the published consumer expenditure tables. The DSTUB file is further explained in Section III.F.6. "Processing Files" of the Diary Survey Users' Guide. A second documentation guide, the "Users' Guide to Income Imputation," includes 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.

Curated
Simple Crosstabs

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

Released/updated on: 2015-11-25
Geographic coverage: United States
Time period: 2012-01-01--2014-01-01

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.

Curated

Current Population Survey, January 2009: Unbanked/Underbanked Supplement (ICPSR 29649)

Released/updated on: 2011-03-08
Geographic coverage: United States

This data collection is comprised of responses from two sets of survey questionnaires, the basic Current Population Survey (CPS) and a survey administered as a supplement to the January 2009 CPS questionnaire on the topic of Unbanked and Underbanked Households. This is the first time this particular supplement was administered.

The CPS, administered monthly, collects labor force data about the civilian noninstitutionalized population living in the United States. Moreover, the CPS provides current estimates of the economic status and activities of this population which includes estimates of total employment (both farm and nonfarm), nonfarm self-employed persons, domestics, and unpaid helpers in nonfarm family enterprises, wage and salaried employees, and estimates of total unemployment. Data from the CPS are provided for the week prior to the administration of the survey.

The Federal Deposit Insurance Corporation (FDIC) sponsored the supplement survey as part of its efforts to bring unbanked and underbanked consumers into the economic mainstream. The FDIC plans to use the results to better inform policy-making on issues related to economic inclusion. The supplement questions were asked of all interviewed households, as appropriate. Respondents were queried on their households banking status, use of financial services, and use of alternative financial services like payday lending. The Unbanked/Underbanked supplement was conducted at the household level.

Demographic variables include age, sex, race, Hispanic origin, marital status, veteran status, educational background, occupation, industry, and income.