The Income and Expenditure Survey is conducted every five years in South Africa.The main purpose of the survey is to determine the average expenditure patterns of households in different areas of the country. This survey forms the basis for the determination of the "basket" of consumer goods and services used for the calculation of the Consumer Price Index.
Kind of Data
Sample survey data [ssd]
Unit of Analysis
Units of analysis in the survey are households
v2: Edited, anonymised dataset for licensed distribution.
A household questionnaire was administered to collect data on the composition and structure of the household and data on all household members. Data was also collected on household expenditure on education, health, dwellings and services, clothing, footwear, expenditure when away from home, domestic workers, furniture, computers and telecommunications equipment and transport. Data on household income, finance and banking was also collected by means of the household questionnaire. Weekly diaries allowed the household to track household expenditure on weekly basis for the survey period.
The survey had national coverage
The survey covered private dwellings, workers' hostels, residential hotels, and nurses' and doctors' quarters, but excluded hospitals and clinics, hotels and guest houses, prisons, schools and student hostels
and old-age homes.
Producers and sponsors
Statistics South Africa
The sampling frame for the IES 2010/2011 was obtained from Statistics South Africa’s Master Sample (MS) based on the 2001 Population Census enumeration areas (EAs).
The scope of the Master Sample (MS) is national coverage of all households in South Africa and the target
population consists of all qualifying persons and households in the country. In summary, it has been designed to cover all households living in private dwelling
units and workers living in workers’ quarters in the country.
The IES 2010/2011 sample is based on an extended sample of 3 254 PSUs, which consists of the 3 080 PSUs in
the Master Sample and a supplement of 174 urban PSUs selected from the PSU frame. The IES sample file
contained 31 419 sampled dwelling units (DUs). The 31 419 sampled DUs consist of 31 007 DUs sampled from
the 3 080 design PSUs in the Master Sample and 412 DUs from the supplemented 174 urban PSUs. In the case
of multiple households at a sampled DU, all households in the DU were included.
From the 31 419 dwelling units sampled across South Africa, 33 420 households were identified. Out of these, there was a sample realisation of 27 665 (82,8%) households, with the remaining 5 755 (17,2%) households being classified as out of scope.
For details on weights in the survey refer to the SSA report Income and expenditure of households 2010/2011 Metadata (Report No. P0100)
Dates of Data Collection
Data Collection Mode
Data Collection Notes
The IES 2010-2011 collected data by means of a household questionnaire and weekly diaries. A household was in a sample for a period of four weeks. The survey instruments were administered in stages at
different visits during the four weeks of data collection. A module was administered at the beginning of each week.
There were four modules in the household questionnaire with eighteen subsections. The first module collected general household data and data on household members. Modules 2 to 4 collected data on consumption expenditure, household finances and income. The diary was a booklet in which the respondent recorded weekly expenditure data. A household completed a different diary for each week of the survey period.
Data collected from the IES 2010/2011 annualised to ensure data comparability: Diary data was multiplied by 26 weeks to get an annual value. The questionnaire data was multiplied by 12 months if the COICOP (Classification of Individual Consumption by Purpose) was defined as monthly. The reported expenditure data was benchmarket to March 2011, which was the midway point of the survey year. All
expenditure before the end of February 2011 was inflated to March 2011 prices and all expenditure after March 2011 were deflated back to March 2011 prices using Consumer Price Index (CPI) data.
University of Cape Town
University of Cape Town
Licensed dataset, accessibe under conditions
Use of the dataset must be acknowledged using a citation which would include:
- the Identification of the Primary Investigator
- the title of the survey (including country, acronym and year of implementation)
- the survey reference number
- the source and date of download
Disclaimer and copyrights
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.
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Data from this publication may be produced, applied or processed, provided Statistics South Africa (Stats SA) is acknowledged as the original source of the data; that it is specified that the application and/or analysis is the result of the user's independent processing of the data; and that neither the basic data nor any processed version or application thereof may be sold or offered for sale in any form whatsoever without the prior permission of Stats SA.