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
Unit of Analysis
v1: 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 lowest level of geographic aggregation for the data is province.
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.
Licensed use files, available for non-commercial use only
Statistics South Afrca. Income and Expenditure Survey 2010-2011 [dataset]. Version 1. Pretoria: Statistics South Africa [producer], 2012. Cape Town: DataFirst [distributor], 2013. DOI: https://doi.org/10.25828/00c9-rz92