Household budget survey 2016

Dernière mise à jour le : 28/12/2016

Présentation de l'opération

Organisme producteur :

Insee. Direction des statistiques démographiques et sociales (DSDS)

Type d'opération :

Consumption, expenditure, resources, opinion on financial situation, socio-demographic characteristics and equipment. Moreover, the survey 2016-2017 includes for the first time questions about " sharing economy " (e.g. carpool). 

Objectifs :

The aim of the household budget survey (BDF) is to put together the entire household accounts: expenditure and resources of households in France (mainland and overseas departments).
The study of expenditure is the traditional and central purpose of the survey: all household expenditure is recorded, the amount and nature of these expenses, broken down into a classification of about 900 budgetary items (COICOP) compatible with the classification used in the national accounts.
All expenses are covered, including those not associated with the consumption of goods and services (in the sense of the national accounts): taxes and contributions, insurance premiums, major home renovation expenditure, loan repayments.
As well as expenses per se, the survey also collects information about non-monetary consumption: food produced for own consumption.
The survey also covers household resources, which include individual income (wages, independent earned income, etc.) and revenue received by the household as a whole (benefits, transfers between households, etc.).
The household budget survey mainly collects monetary data. Other more specialised surveys on each item of consumption (transport, housing, leisure, holidays, etc.) use a qualitative approach to household behavior. Nevertheless, in order to illustrate these monetary data, some complementary questions are asked on the financial situation as perceived by the household.

Champ de l'opération

Champ géographique :

All ordinary households in the whole of France (mainland and overseas departments).
Geographic representation: Zones for study and development (ZEAT) in Metropolitan France, departmental in the overseas departments.

Caractéristiques techniques

Unité statistique enquêtée :


Période et mode de collecte :

The 2016-2017 survey is conducted in 6 waves of approximately 8 weeks each, from September 2016 to September 2017.
The Household Budget Survey uses two data collection instruments:
- a questionnaire using computer-assisted data collection, broken down over 2 visits, which records income over the last 12 months and major or regular expenditure, also socio-demographic information, characteristics of the dwelling and qualitative questions about the household's financial situation;
- a self-completed diary in which all members of the household aged over 14 record all their expenditure over 7 days.

Historique :

The BDF survey has existed in France in its present form (5-yearly survey) since 1979 (1995 for overseas departments). Surveys covering the same topics have existed since 1956 in other forms (permanent surveys, food surveys, etc.).
Until 1995, it was mostly monetary data that were collected; since the 2001 edition, quantities of products consumed have also been collected. In 2011, the BDF survey is reduced to 2 visits and is extended to the overseas department of Mayotte.
In order to ease the questioning and to obtain more precise figures, the 2011 survey received a match with administrative files on surveyed households. The resources of households in Metropolitan France and the Isle of La Réunion were used for this match. For the other four overseas departments, the " Household budget survey " used as previously the amounts declared during the questioning. These figures provide a satisfactory measure of the income in the overseas departments. The same method is used for the survey 2016-2017.
Since 2001, expenditure has been classified according to the European classification. This differed considerably from the French classification used until 1995. A gradual convergence has fully adapted the nomenclature of the 2011 survey to COICOP.

Plan de sondage :

Sample (random self-weighted sample) of about 20,700 dwellings in Metropolitan France, 8,000 in the overseas departments.
The survey 2016-2017 includes an upsample of single-parent families of 4,000 dwellings from administrative data source (CNAF)