Financial Expenditures Report
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Financial Expenditures Report Information
Financial Expenditures Report Usage
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Financial Expenditures Report Overview
The Financial Expenditures report details total dollar amount and average amount per household spent on financial products and services such as savings accounts, mortgages, and auto loans. A spending potential index (SPI) compares the amount spent in a specified area to the U.S. average.
Key variables used in this report include:
- 2007 and 2012 Population, Households, Families, Median Age, and Median Household Income
- 2007 total and average amount spent on financial goods and services such as
- Amount paid in interest on home mortgages
- Amount paid in interest on new or used car/truck/van loans
- Amount paid in principal on home mortgage
- Amount paid in principal on new or used car/truck/van loans
- Annual changes in checking accounts, savings accounts, and U.S. Savings Bonds
- Earnings from dividends, royalties, estates, and trusts
- Earnings from interest from savings accounts or bonds
- Market value of checking accounts and savings accounts; U.S. Savings Bonds; and stocks, bonds, and mutual funds
- Original mortgage amount
- Retirement plan contributions
- Vehicle loan amount
How to Use Financial Expenditures Reports
Determine how households are spending money on financial products and services.
Example: Find Opportunites to develop new financial products and services in your area.
Who Should Use Financial Expenditures Reports
Anyone looking to target households based on their spending of financial products and services in a specific area, including:
- Financial Advisors and Institutions
- Insurance Agents
- Marketing Professionals
Other Demographics Reports and Resources


