Budget Spreadsheet 40838 | Metadata All Countries

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THIS EXCEL WORKBOOK CONTAINS METADATA FOR THE EXPERIMENTAL DISTRIBUTIONAL NATIONAL ACCOUNT ESTIMATES,
PUBLISHED AT https://ec.europa.eu/eurostat/web/experimental-statistics/ic-social-surveys-and-national-accounts,
AND PRODUCED
- NATIONALLY BY CERTAIN EU COUNTRIES (CZ, FR, IE, IT, NL, SE, SI): green sheet "National metadata"
- BY EUROSTAT IN A CENTRALISED EXERCISE FOR ALL OTHER EU COUNTRIES: blue sheet labelled "Eurostat metadata".
The additional blue sheets contain additional information on Eurostat's centralised exercise.

Sheet 2: National metadata

Metadata

provided by countries with regard to the national estimates

Countries: CZ, FR, IE, IT, NL, SE, SI

Data Source
CZ
FR
IE
IT
NL
SE
SI

Macro data source
National sector accounts for households
National sector accounts for households
National sector accounts for households
National sector accounts for households
National sector accounts for households
National sector accounts for households
National sector accounts for households

Micro data sources
Income:
- EU statistics on income and living conditions (EU-SILC)
- Tax income declarations Consumption expenditure:
- Household Budget Survey (HBS)
Income:
- Enquête Revenus Fiscaux et Sociaux (ERFS), linking the households surveyed by the LFS to their tax returns.
- EU statistics on income and living conditions (EU-SILC)
Consumption expenditure:
- Household Budget Survey (HBS)
Income:
- EU statistics on income and living conditions (EU-SILC)
- Administrative tax data
Consumption expenditure:
- Household Budget Survey (HBS)
Income:
- EU statistics on income and living conditions (EU-SILC)

Income:
- Registers for adressess and buildings
- Integral Income and Wealth Studies
- Household Budget Survey
- Pension Claims Statistics
- Money Transfer Operators
- Satellite Self-employed entrepeneurs
- Giving in the Netherlands
- Longitudinal Internet Studies for the Social sciences
- Wage register
- Healthcare Insurance Act
- Education registration
- Legal counsel register
Consumption expenditure:
- Household Budget Survey (HBS)
Income:
- The income and tax register, FASIT, the population register, rents for dwellings.
Consumption expenditure:
- Household Budget Survey (HBS)
Income:
- EU statistics on income and living conditions (EU-SILC). - Real estate register
Consumption expenditure:
- Household Budget Survey (HBS)

Reference year

What are available reference years for DNA?
2015, 2017
from 2011 to 2016
2015, 2016
2015, 2016, 2017
2015, 2017
2012, 2015
2012, 2015 and 2018

Do micro and macro sources share the same reference year? If NO, please provide details
Yes
Yes
No. The reference period for SILC and fiscal data runs from January 2014 to December 2015. The collection of HBS data started in February 2015 and continued until the end of February 2016.
Yes
YES for most data sources above. No for some: household budget survey only 2015 was available, Household Finance and Consumption Survey only 2014 was available, the Longitudinal Internet Studies for the Social sciences was only available for 2014, and giving in the netherlands for 2015 only.
No. Income items refer to the same reference year, except for parts of wages from abroad where data is from 2014. Consumption micro data is from 2012.
Yes

Do income and consumption refer to the same year? If NO, please provide details:
Yes
Income : ERFS 2011 to ERFS 2016
Consumption : Budget de famille (HBS) 2011, Budget de famille 2016. Data for 2012 to 2015 are estimated by interpolation.
No. SILC and HBS reference years overlap as described above.
The Italian exercise covers the income items only
Yes, but only for the macro data
No. The latest household consumption survey is from 2012. Consumption expenditure is distributed with the same proportions as for 2012.
Yes

Population

Are NPISHs reported together with the households? If YES, can you please explain why (lack of time, lack of data sources)?
No
No
No
No
No
No
No

Are the transactions related to the population not covered by micro sources separately identified and estimated?,If NO, please provide details
Yes
No. Transactions of individuals in collective households (about 3% of the population) are not separately estimated. However NA aggregates are corrected using estimation based on various sources of informations.
No. The relevant population is identified from Census data, averages for the population as a whole are used to adjust for the population not covered by micro data sources
Yes
Yes
Yes
Yes

Is consumption adjusted for non-resident households' expenditures on the territory for each type of expenditures item? If NO, please provide details (lack of time, lack of data sources etc..)
Yes
Yes
No, Each type of expenditure would include the consumption of non-resident households' expenditures on the territory.
The Italian exercise covers the income items only
Yes, the adjustment is available for total consumption expenditure (data from National Accounts). The adjustment by expenditure type is a rough one.
Yes
Yes

Households

Is the used definition for households the same as in SNA (4.149)*? If NO, please provide details.
Yes
Yes
Yes
Yes
Yes
Yes
Yes

Is the "equivalised income quintiles" classification consistent with the guidelines? If NO, please provide details**
Yes
Yes
No, the OECD scale is used which is applied in the SILC survey.
Yes
Yes
Yes
Yes

Is the number of households by household type available by income quintile? If NO, please provide details
Yes
Yes
No, for the time being but it could be produced
Yes
Yes
Yes
Yes

Income and Consumption

Were you able to report information for all income and consumption components? If NO, could you please indicate which items are missing?
Yes
Missing items for income: Reinvested earnings on foreign direct investment, Net social contributions (received), Social benefits other than STiK (paid), Adjustment for the change in pension entitlements.
Missing item for consumption: Adjustment for expenditures by resident households abroad minus expenditures by non-resident households on the territory (P33-P34)

Missing items: Reinvested earnings on foreign direct investment, Net social contributions (received), Social benefits other than STiK (paid).
Missing income items: the items at the highest level of disaggregation have not been supplied (they include, for example, interest received and paid, rent received and paid). Adjustment for the change in pension entitlements, STiK and Adjusted disposable income are not available.
Italian DNA do not cover consumtpion expenditure
Yes for all the required aggregates, no for some details. For instance details on consumption (P33-P34). Please not that Statistics Netherlands publishes only the agrgegate of consumption and not the underlying components.
Missing items: Reinvested earnings on foreign direct investment, Net social contributions (received), Social benefits other than STiK (paid).
Missing item: Reinvested earning on foreign direct investment

STiK

If health care STiK expenditures are included, have you used the insurance approach to allocate income quintiles? If NO, please provide details.
Yes
Yes
Yes
Health care STiK expenditures are not included.
No/Yes. For the Healthcare Insurance Act, actual data on cost are available. For the Longterm Healthcare, average costs per age group and gender are available. This last approach compares to the insurance approach.
Yes. Health care expenditures for households have been assigned using a distributional analysis system for income and transfers (FASIT), which is also used for micro-simulation models. FASIT applies an insurance value approach for health STiK.
Yes

Any other deviations

Please describe any other deviations from the guidelines**
No other deviation
No other deviation
No other deviation
No other deviation
No corrections are made for households living in institutions.
People living in i retirement homes and prisons have been included.
Data were prepared according to sources and all other information available till now.

Any other comments

Please add any other comment that you think might be of interest for users (e.g. more detailed information on data sources or methods used to obtain DNA)

HBS : a coherency test is applied to households answers to filter out implausible saving rates.
For details, see :
https://www.insee.fr/fr/statistiques/1380884

No further comment.
Statistics Netherlands alreaady publishes both the income and wealth dsitributions, see links below. The level of detail does not always correspond, for instance when the details of consumption or social transfers in kind are considered. For more information on the Dutch results see Bruil (2018) Adding inequalities to the SNA framework. Paper prepared for the IARIW conference: http://www.iariw.org/copenhagen/bruil.pdf

National Publication of DNA

Have you published experimental DNA nationally? If YES, could you please provide the link to the DNA national publication?
No
Latest publication : https://www.insee.fr/fr/statistiques/4764600
No
No
https://opendata.cbs.nl/statline/#/CBS/en/dataset/84102ENG/table?dl=47872
https://opendata.cbs.nl/statline/#/CBS/en/dataset/84103ENG/table?dl=461AF
https://opendata.cbs.nl/statline/#/CBS/en/dataset/84104ENG/table?dl=3CF23
No
Yes, we published experimental DNA nationally in July 2018 and in November 2020 we published data as first regular release. Here is the link to both releases: https://www.stat.si/StatWeb/News/Index/7524 https://www.stat.si/StatWeb/en/News/Index/9237

Are you planning to publish and if so, when?
October 2021

Yes, 2021
Possible future national publication at a date yet to be decided.
Tables are updated annually.
No
DNA data will be published every three years

* SNA 2008, 4.149. For the purposes of the SNA, a household is defined as a group of persons who share the same living accommodation, who pool some, or all, of their income and wealth and who consume certain types of goods and services collectively, mainly housing and food. In general, each member of a household should have some claim upon the collective resources of the household. At least some decisions affecting consumption or other ecoNomic activities must be taken for the household as a whole.

** https://ec.europa.eu/eurostat/documents/7894008/11606188/EG-DNA-Guidelines-2020.pdf

Sheet 3: Eurostat metadata

Metadata
Eurostat centralised exercise
Countries included: AT, BE, BG, CH, CY, DE, DK, EE, EL, ES, FI, HR, HU, LT, LU, LV, MT, NO, PL, PT, RO, SK

Reference year
Reference year for income: 2015
Reference year for consumption: 2015, with the following exceptions: 2013 (DE), 2014 (BE, HR) and 2016 (LT)

Cut-off date
The input data for centralised results - National Accounts and EU-SILC/HBS, are as of February 2020.

Data sources

National accounts
National sector accounts for households: Non-financial accounts by sector — annual data (Table 8 of the ESA 2010 Transmission Programme) for income; household final consumption expenditure (Table 5 of the ESA 2010 Transmission Programme) for consumption

Social statistics
EU statistics on income and living conditions (EU-SILC), collected annually based on Regulation 1700/2019 (previously: Regulation 1177/2003) of the European Parliament and of the Council.

Household Budget Survey (HBS), conducted every 5 years based on an ESS agreement.

Population

Coverage
The NA data refer to institutional sector S14 Households. The reference population in EU-SILC/HBS includes all private households and their current members residing in the territory of the countries at the time of data collection. Persons living in collective households and in institutions are generally excluded from the target population.

Adjustments to source (macro) data
The NA figures have been adjusted by a country-specific factor to exclude the part of population that is not covered in the social surveys. In practice, this population adjustment coefficient has been derived as the ratio between the total population in the social surveys (calculated as the sum of weights in EU-SILC/HBS multiplied by the number of persons in the households) and the one corresponding to the NA concept for the purpose of per capita GDP figures.

Concept
The NA source data by COICOP item refer to the final domestic consumption expenditure.

Households

Method of equivalisation of HH income
The modified OECD equivalence scale is applied. It assigns a value of 1 to the household head, of 0.5 to each additional adult member and of 0.3 to each child.

Breakdown
The exercise compiles results for household income and consumption by item and by income quintile but does not include data by household type.

Income and Consumption

Items not included in the centralised results.
Estimates could not be compiled due to missing/limited source data for 2015 in the following cases:
- 'Taxes on wealth (paid)' – due to missing micro data for ‘wealth taxes’ (AT,BE,CH,LU,NO)
- 'Operating surplus, gross' - due to missing micro data for ‘imputed rent’ (DE)
- No NA data for IS for all income items. Limited number of NA income items for MT and CH.
- Consumption – no HBS data for CH, NO, IS
Other country-specific issues after consultation with countries;
- DE: income results do not include property income paid/received
- LU: consumption results do not include: CP00 Final domestic consumption expenditure, CR02 Alcoholic beverages, tobacco and narcotics (CP02), CP07 Transport and CP11 Restaurants and hotels, due to expected high impact of consumption by non-residents in these categories.

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...Sheet read me this excel workbook contains metadata for the experimental distributional national account estimates published at httpseceuropaeueurostatwebexperimentalstatisticsicsocialsurveysandnationalaccounts and produced nationally by certain eu countries cz fr ie it nl se si green quot eurostat in a centralised exercise all other blue labelled additional sheets contain information on s provided with regard to data source macro sector accounts households micro sources income statistics living conditions eusilc tax declarations consumption expenditure household budget survey hbs enqu ecirc te revenus fiscaux et sociaux erfs linking surveyed lfs their returns administrative registers adressess buildings integral wealth studies pension claims money transfer operators satellite selfemployed entrepeneurs giving netherlands longitudinal internet social sciences wage register healthcare insurance act education registration legal counsel registerconsumption fasit population rents dwellingsc...

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Metadata
provided by countries with regard to the national estimates
Countries: CZ, FR, IE, IT, NL, SE, SI


Data Source	CZ	FR	IE	IT	NL	SE	SI

Macro data source	National sector accounts for households	National sector accounts for households	National sector accounts for households	National sector accounts for households	National sector accounts for households	National sector accounts for households	National sector accounts for households


Micro data sources	Income: - EU statistics on income and living conditions (EU-SILC) - Tax income declarations Consumption expenditure: - Household Budget Survey (HBS)	Income: - Enquête Revenus Fiscaux et Sociaux (ERFS), linking the households surveyed by the LFS to their tax returns. - EU statistics on income and living conditions (EU-SILC) Consumption expenditure: - Household Budget Survey (HBS)	Income: - EU statistics on income and living conditions (EU-SILC) - Administrative tax data Consumption expenditure: - Household Budget Survey (HBS)	Income: - EU statistics on income and living conditions (EU-SILC)	Income: - Registers for adressess and buildings - Integral Income and Wealth Studies - Household Budget Survey - Pension Claims Statistics - Money Transfer Operators - Satellite Self-employed entrepeneurs - Giving in the Netherlands - Longitudinal Internet Studies for the Social sciences - Wage register - Healthcare Insurance Act - Education registration - Legal counsel register Consumption expenditure: - Household Budget Survey (HBS)	Income: - The income and tax register, FASIT, the population register, rents for dwellings. Consumption expenditure: - Household Budget Survey (HBS)	Income: - EU statistics on income and living conditions (EU-SILC). - Real estate register Consumption expenditure: - Household Budget Survey (HBS)

Reference year

What are available reference years for DNA?	2015, 2017	from 2011 to 2016	2015, 2016	2015, 2016, 2017	2015, 2017	2012, 2015	2012, 2015 and 2018

Do micro and macro sources share the same reference year? If NO, please provide details	Yes	Yes	No. The reference period for SILC and fiscal data runs from January 2014 to December 2015. The collection of HBS data started in February 2015 and continued until the end of February 2016.	Yes	YES for most data sources above. No for some: household budget survey only 2015 was available, Household Finance and Consumption Survey only 2014 was available, the Longitudinal Internet Studies for the Social sciences was only available for 2014, and giving in the netherlands for 2015 only.	No. Income items refer to the same reference year, except for parts of wages from abroad where data is from 2014. Consumption micro data is from 2012.	Yes

Do income and consumption refer to the same year? If NO, please provide details:	Yes	Income : ERFS 2011 to ERFS 2016 Consumption : Budget de famille (HBS) 2011, Budget de famille 2016. Data for 2012 to 2015 are estimated by interpolation.	No. SILC and HBS reference years overlap as described above.	The Italian exercise covers the income items only	Yes, but only for the macro data	No. The latest household consumption survey is from 2012. Consumption expenditure is distributed with the same proportions as for 2012.	Yes

Population

Are NPISHs reported together with the households? If YES, can you please explain why (lack of time, lack of data sources)?	No	No	No	No	No	No	No

Are the transactions related to the population not covered by micro sources separately identified and estimated?,If NO, please provide details	Yes	No. Transactions of individuals in collective households (about 3% of the population) are not separately estimated. However NA aggregates are corrected using estimation based on various sources of informations.	No. The relevant population is identified from Census data, averages for the population as a whole are used to adjust for the population not covered by micro data sources	Yes	Yes	Yes	Yes

Is consumption adjusted for non-resident households' expenditures on the territory for each type of expenditures item? If NO, please provide details (lack of time, lack of data sources etc..)	Yes	Yes	No, Each type of expenditure would include the consumption of non-resident households' expenditures on the territory.	The Italian exercise covers the income items only	Yes, the adjustment is available for total consumption expenditure (data from National Accounts). The adjustment by expenditure type is a rough one.	Yes	Yes

Households

Is the used definition for households the same as in SNA (4.149)*? If NO, please provide details.	Yes	Yes	Yes	Yes	Yes	Yes	Yes

Is the "equivalised income quintiles" classification consistent with the guidelines? If NO, please provide details**	Yes	Yes	No, the OECD scale is used which is applied in the SILC survey.	Yes	Yes	Yes	Yes

Is the number of households by household type available by income quintile? If NO, please provide details	Yes	Yes	No, for the time being but it could be produced	Yes	Yes	Yes	Yes

Income and Consumption

Were you able to report information for all income and consumption components? If NO, could you please indicate which items are missing?	Yes	Missing items for income: Reinvested earnings on foreign direct investment, Net social contributions (received), Social benefits other than STiK (paid), Adjustment for the change in pension entitlements. Missing item for consumption: Adjustment for expenditures by resident households abroad minus expenditures by non-resident households on the territory (P33-P34)	Missing items: Reinvested earnings on foreign direct investment, Net social contributions (received), Social benefits other than STiK (paid).	Missing income items: the items at the highest level of disaggregation have not been supplied (they include, for example, interest received and paid, rent received and paid). Adjustment for the change in pension entitlements, STiK and Adjusted disposable income are not available. Italian DNA do not cover consumtpion expenditure	Yes for all the required aggregates, no for some details. For instance details on consumption (P33-P34). Please not that Statistics Netherlands publishes only the agrgegate of consumption and not the underlying components.	Missing items: Reinvested earnings on foreign direct investment, Net social contributions (received), Social benefits other than STiK (paid).	Missing item: Reinvested earning on foreign direct investment

STiK

If health care STiK expenditures are included, have you used the insurance approach to allocate income quintiles? If NO, please provide details.	Yes	Yes	Yes	Health care STiK expenditures are not included.	No/Yes. For the Healthcare Insurance Act, actual data on cost are available. For the Longterm Healthcare, average costs per age group and gender are available. This last approach compares to the insurance approach.	Yes. Health care expenditures for households have been assigned using a distributional analysis system for income and transfers (FASIT), which is also used for micro-simulation models. FASIT applies an insurance value approach for health STiK.	Yes

Any other deviations

Please describe any other deviations from the guidelines**	No other deviation	No other deviation	No other deviation	No other deviation	No corrections are made for households living in institutions.	People living in i retirement homes and prisons have been included.	Data were prepared according to sources and all other information available till now.

Any other comments

Please add any other comment that you think might be of interest for users (e.g. more detailed information on data sources or methods used to obtain DNA)		HBS : a coherency test is applied to households answers to filter out implausible saving rates. For details, see : https://www.insee.fr/fr/statistiques/1380884		No further comment.	Statistics Netherlands alreaady publishes both the income and wealth dsitributions, see links below. The level of detail does not always correspond, for instance when the details of consumption or social transfers in kind are considered. For more information on the Dutch results see Bruil (2018) Adding inequalities to the SNA framework. Paper prepared for the IARIW conference: http://www.iariw.org/copenhagen/bruil.pdf

National Publication of DNA

Have you published experimental DNA nationally? If YES, could you please provide the link to the DNA national publication?	No	Latest publication : https://www.insee.fr/fr/statistiques/4764600	No	No	https://opendata.cbs.nl/statline/#/CBS/en/dataset/84102ENG/table?dl=47872 https://opendata.cbs.nl/statline/#/CBS/en/dataset/84103ENG/table?dl=461AF https://opendata.cbs.nl/statline/#/CBS/en/dataset/84104ENG/table?dl=3CF23	No	Yes, we published experimental DNA nationally in July 2018 and in November 2020 we published data as first regular release. Here is the link to both releases: https://www.stat.si/StatWeb/News/Index/7524 https://www.stat.si/StatWeb/en/News/Index/9237


Are you planning to publish and if so, when?	October 2021		Yes, 2021	Possible future national publication at a date yet to be decided.	Tables are updated annually.	No	DNA data will be published every three years


* SNA 2008, 4.149. For the purposes of the SNA, a household is defined as a group of persons who share the same living accommodation, who pool some, or all, of their income and wealth and who consume certain types of goods and services collectively, mainly housing and food. In general, each member of a household should have some claim upon the collective resources of the household. At least some decisions affecting consumption or other ecoNomic activities must be taken for the household as a whole.

** https://ec.europa.eu/eurostat/documents/7894008/11606188/EG-DNA-Guidelines-2020.pdf

Metadata Eurostat centralised exercise Countries included: AT, BE, BG, CH, CY, DE, DK, EE, EL, ES, FI, HR, HU, LT, LU, LV, MT, NO, PL, PT, RO, SK


Reference year	Reference year for income: 2015 Reference year for consumption: 2015, with the following exceptions: 2013 (DE), 2014 (BE, HR) and 2016 (LT)

Cut-off date	The input data for centralised results - National Accounts and EU-SILC/HBS, are as of February 2020.


Data sources

National accounts	National sector accounts for households: Non-financial accounts by sector — annual data (Table 8 of the ESA 2010 Transmission Programme) for income; household final consumption expenditure (Table 5 of the ESA 2010 Transmission Programme) for consumption

Social statistics	EU statistics on income and living conditions (EU-SILC), collected annually based on Regulation 1700/2019 (previously: Regulation 1177/2003) of the European Parliament and of the Council. Household Budget Survey (HBS), conducted every 5 years based on an ESS agreement.


Population

Coverage	The NA data refer to institutional sector S14 Households. The reference population in EU-SILC/HBS includes all private households and their current members residing in the territory of the countries at the time of data collection. Persons living in collective households and in institutions are generally excluded from the target population.

Adjustments to source (macro) data	The NA figures have been adjusted by a country-specific factor to exclude the part of population that is not covered in the social surveys. In practice, this population adjustment coefficient has been derived as the ratio between the total population in the social surveys (calculated as the sum of weights in EU-SILC/HBS multiplied by the number of persons in the households) and the one corresponding to the NA concept for the purpose of per capita GDP figures.

Concept	The NA source data by COICOP item refer to the final domestic consumption expenditure.

Households

Method of equivalisation of HH income	The modified OECD equivalence scale is applied. It assigns a value of 1 to the household head, of 0.5 to each additional adult member and of 0.3 to each child.

Breakdown	The exercise compiles results for household income and consumption by item and by income quintile but does not include data by household type.

Income and Consumption

Items not included in the centralised results.	Estimates could not be compiled due to missing/limited source data for 2015 in the following cases: - 'Taxes on wealth (paid)' – due to missing micro data for ‘wealth taxes’ (AT,BE,CH,LU,NO) - 'Operating surplus, gross' - due to missing micro data for ‘imputed rent’ (DE) - No NA data for IS for all income items. Limited number of NA income items for MT and CH. - Consumption – no HBS data for CH, NO, IS Other country-specific issues after consultation with countries; - DE: income results do not include property income paid/received - LU: consumption results do not include: CP00 Final domestic consumption expenditure, CR02 Alcoholic beverages, tobacco and narcotics (CP02), CP07 Transport and CP11 Restaurants and hotels, due to expected high impact of consumption by non-residents in these categories.

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