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Survey Outline

Overview

Survey Name

  • Household Income and Expenditure Survey

Survey Type

  • Surveyed Statistics

Type of Statistics

  • Designated Statistics (Approval No. 101006)

Purpose

  • To understand the status of household income and expenditures, and provide data required for measuring and analyzing changes in income and expenditures
    • Providing basic data to be used for the weighting of the Consumer Price Index
    • Providing basic data required for measuring household income, understanding income trends and creating policies
    • Providing basic data required for producing economic and social statistics such as national income estimates
    • Providing criteria for calculating housing relocation costs, creating welfare policies for vulnerable groups and setting wage and salary levels

Frequency

  • Monthly

Target Population

  • General households of one or more members residing in Dong/Eup/Myeon nationwide

Survey Unit and Target Population Size

  • 7,200 households (monthly)

Survey Reference Period and Date

  • Reference date: first of each month
  • Reference period: first to last day of each month

History

  • 1963: Surveyed 30 cities (1,700 households) for 5 expenditure items (food, housing, light and heat, clothing, and miscellaneous expenses)
  • 1969: Applied multi-purpose sample survey (target population: 1,800 households)
  • 1975: Adopted self-administered method for all expenditure items (previously, only food expense was surveyed through self-administration while the rest were surveyed through interview on a quarterly basis.)
  • 1982: Restructured 5 expenditure items to 9 expenditure items (food, housing, light and heat, furniture, clothing, healthcare, education/culture/leisure, transportation, and other expenses)
  • 2003: The urban household survey expanded to the nationwide household survey.
  • 2005: Introduced the multi-purpose correlation sample method
  • 2006: Conducted the survey on single-person households; introduced the electronic housekeeping book system
  • 2009: Changed the classification of consumption expenditure items into the classification based on COICOP
  • 2014: Partially consolidated items (to 426 items)
  • 2017:The Household Income and Expenditure Survey was divided into two parts; income and expenditure.
    • (Expenditure survey) Dedicated sample of 12,000 households including agricultural, forestry and fishery households, annual statistics
    • (Income survey) Existing multi-purpose sample of 5,500 households, quarterly statistics
  • 2019: The income survey and expenditure survey were integrated into the Household Income and Expenditure Survey (based on a dedicated sample of 7,200 households per month, including agricultural, forestry and fishery households)
    • The quarterly income survey and annual expenditure survey were integrated into a 6-6-6 rotating sample system*.
      *Households selected for the sample participate in the survey for six consecutive months and then join again for another six months after a half-year break.

Data Collection Method

  • Items related to household status: Interview by surveyors
  • Items related to household income and expenditure: Self-administered questionnaires (through paper or electronic household ledgers)
    • Paper household ledgers: Households in the sample write their income and expenditure on a paper household ledger. Then a survey conductor reviews and enters the answers.
    • Electronic housekeeping ledgers: Households access online via PC or mobile devices to fill in the electronic housekeeping books.

Survey System

  • Sample household → Surveyor → Regional Offices of Statistics → KOSTAT

Data Provision

Method of Publication and URL

  • Press releases, data uploading on KOSTAT website (https://kostat.go.kr), KOSIS (https://kosis.kr)

Publication Frequency

  • Income: Quarterly
  • Expenditure: Annual, Quarterly
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