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FinObservatory

Sector flow of funds / Methodology

Sector Flow of Funds Methodology

This page publishes the exact 20-series sector cut and the four-series register behind the market-based runnable-liabilities panel on /flows/sector-balance-sheets. It does not expose a browser for the full Z.1 series estate. The sector subset is quarterly, grouped around 4 major sectors, and limited to series whose official table and line labels could be sourced directly from the Federal Reserve's published HTML tables.

Release vintage. Federal Reserve Board, Financial Accounts of the United States (Z.1): June 11, 2026 (2026:Q1 Z.1 release). Selected series coverage in the parquet runs from 1952-03-31 to 2026-03-31. The official tables publish billions of dollars, while the local parquet stores millions. The page divides the local values by 1,000,000 to display trillions, equivalent to dividing the official billions by 1,000.
Selection rule. Quarterly only, explicit sector subset only, covering households and nonprofit organizations, nonfinancial corporate business, the federal government, and the rest of the world. A series was kept only if its official Z.1 table and line label could be sourced from the Federal Reserve's published HTML tables; any unsourced mnemonic was dropped.

Market-based runnable-liabilities grouping

This is a FinObservatory analytical grouping, not a Federal Reserve published aggregate. It adds exactly three all-sector liability levels once each: Federal funds and repos (FL892150005.Q), Open market paper (FL893169175.Q), Interbank transactions (FL894110005.Q). The guarded query retains only quarters common to all three components and the separately displayed comparison. It returns 304 quarters from 1945:Q4 through 2026:Q1.

Every selected mnemonic begins FL because these are amounts outstanding at quarter end, stored in USD millions. No FA transaction-flow series or annual-rate change is substituted. The page divides each level by 1,000,000 to display USD trillions, then computes the grouping as FL892150005.Q + FL893169175.Q + FL894110005.Q.

Accounting perimeter, gross and net treatment, and instrument liquidity differ, so the grouping is not a guaranteed run amount or a liquidity-stress forecast. Interbank transactions can overlap economically with broader funding narratives; publishing the exact addition avoids implying a canonical regulatory measure. Checkable deposits and currency remain outside the addition and are not interpreted as uninsured or immediately runnable.

TreatmentMnemonicOfficial Z.1 labelUnitPerimeter
Added onceFL892150005.QAll sectors; federal funds and security repurchase agreements; liabilityMillions of dollars; amounts outstanding end of period, not seasonally adjustedAll sectors
Added onceFL893169175.QAll sectors; open market paper; liabilityMillions of dollars; amounts outstanding end of period, not seasonally adjustedAll sectors
Added onceFL894110005.QAll sectors; total interbank transactions; liabilityMillions of dollars; amounts outstanding end of period, not seasonally adjustedAll sectors
Comparison only, excludedFL883120005.QAll domestic sectors; checkable deposits and currency; liabilityMillions of dollars; amounts outstanding end of period, not seasonally adjustedAll domestic sectors

Godley chart ledger

  • Series used: FA155000005.Q, FA105000005.Q, FA315000005.Q, FA265000005.Q. These are the same four curated quarterly net-lending or net-borrowing mnemonics listed in the table below.
  • Residual treatment: the signed stack adds a separate labeled segment each quarter, equal to the negative of those four series summed together. It is never absorbed into a sector. Because only four of the seven Z.1 sectors are curated here, that segment carries the net lending of state and local government, nonfinancial noncorporate business, and financial business as well as the published statistical discrepancy, so it is labeled Other sectors and statistical discrepancy rather than the discrepancy alone.
  • Frequency restriction: the chart is quarterly only. It never mixes annual .A mnemonics with quarterly .Q mnemonics on one axis.
SectorMnemonicOfficial labelZ.1 tableLinePage unit
Households and nonprofit organizationsFA155000005.QHouseholds and nonprofit organizations; net lending (+) or net borrowing (-)S1M.tLine 18: Net lending (+) or net borrowing (-)$T SAAR
FL152000005.QHouseholds and nonprofit organizations; assetsS1M.bLine 1: Assets$T
FL154190005.QHouseholds and nonprofit organizations; liabilitiesS1M.bLine 30: Liabilities$T
FL152090005.QHouseholds and nonprofit organizations; net worth (assets minus liabilities)S1M.bLine 40: Net worth (assets minus liabilities)$T
LM155035005.QHouseholds and nonprofit organizations; real estateS1M.bLine 3: Real estate$T
Nonfinancial corporate businessFA105000005.QNonfinancial corporate business; net lending (+) or net borrowing (-)S11.1.tLine 14: Net lending (+) or net borrowing (-)$T SAAR
FL102000005.QNonfinancial corporate business; assetsS11.1.bLine 1: Assets$T
FL104190005.QNonfinancial corporate business; liabilitiesS11.1.bLine 30: Liabilities$T
FL102090005.QNonfinancial corporate business; net worth (assets minus liabilities)S11.1.bLine 46: Net worth (assets minus liabilities)$T
FL104122005.QNonfinancial corporate business; debt securitiesS11.1.bLine 31: Debt securities$T
Federal governmentFA315000005.QFederal government; net lending (+) or net borrowing (-)S1311.tLine 24: Net lending (+) or net borrowing (-)$T SAAR
FL314090005.QFederal government; total financial assetsS1311.sLine 1: Total financial assets$T
FL314190005.QFederal government; total liabilitiesS1311.sLine 18: Total liabilities$T
FL313161105.QFederal government; Treasury securitiesS1311.sLine 23: Treasury securities$T
FL313066220.QFederal government; consumer creditS1311.sLine 11: Consumer credit$T
Rest of the worldFA265000005.QRest of the world; net lending (+) or net borrowing (-)S2.tLine 13: Net lending (+) or net borrowing (-)$T SAAR
FL264090005.QRest of the world; total financial assetsS2.sLine 1: Total financial assets$T
FL264190005.QRest of the world; total liabilitiesS2.sLine 28: Total liabilities$T
LM263061105.QRest of the world; Treasury securitiesS2.sLine 8: Treasury securities$T
LM263064105.QRest of the world; U.S. corporate equitiesS2.sLine 16: U.S. corporate equities$T

Interpretation notes

The household and nonfinancial-corporate balance-sheet figures come from the Z.1 balance-sheet tables, which include nonfinancial assets and net worth. The federal-government and rest-of-world figures come from the sector levels tables, which are financial balance sheets instead. That is why the page shows net worth for households and nonfinancial corporates, but not for the federal government or the rest of the world.

Quarterly flow series in the Z.1 are seasonally adjusted annual rates; quarterly level series are end-of-period amounts outstanding. They are shown in separate figures on the page so flow units and level units are never plotted on the same line.