Chapter 10 · Economics

Fiscal Policy and Budget (Public Finance)

Fiscal Policy · Budget History · Types of Budget · Deficits · FRBM Act — BPSC / BSSC

Public Finance
  • Study of all activities related to income and expenditure of the government
  • Includes: Fiscal Policy, Financial Administration, Public Debt, etc.
Fiscal Policy
Based OnIdeas of economist John Keynes
Determined ByGovernment

Related to public income, expenditure, debt-related economic matters, and deficit financing.

Objectives

  • Employment Generation
  • Equitable Income Distribution
  • Achieving Financial Stability

Major Instruments / Tools

  • Taxation
  • Public Expenditure
  • Public Borrowing
  • Transfer Payments
What is a Budget?

Annual financial statement of the government outlining expenditure and income for a financial year (1st April – 31st March).

  • The word 'Budget' is NOT mentioned in the Constitution
  • Article 112 mentions the 'Annual Financial Statement' (Union)
  • Article 202 mentions the Annual Financial Statement of a State

Numbers in a Budget

  • Final figures of the previous year
  • Provisional figures of the current financial year
  • Estimates proposed for the coming financial year
Budget History
Word OriginFrench word 'Bougette' (meaning small bag)
India's First Budget18 February 1860, by James Wilson (Pioneer of Indian Budget)
First Budget of Independent IndiaR.K. Shanmukham Chetty, 26 November 1947
First Budget of Republic of IndiaJohn Mathai, 1950
First PM to Present BudgetJawaharlal Nehru (1958–59)
Most Budgets PresentedMorarji Desai (10 times)
⚠ EXAM TRAP
"First budget of Independent India" (1947, Shanmukham Chetty) vs "First budget of Republic of India" (1950, John Mathai) — India became a Republic only in 1950, so these are two distinct milestones.

Finance Ministers Who Became Prime Minister

Morarji Desai → Chaudhary Charan Singh → Vishwanath Pratap Singh → Manmohan Singh

Finance Ministers Who Never Presented a Budget

H.N. Bahuguna, K.C. Niyogi, Chaudhary Charan Singh

Budget Formulation & Approval

Prepared by the Department of Economic Affairs under the Ministry of Finance, along with other revenue departments and Tax Research Units.

Stages of Budget Formulation

  • Presentation or outline of the budget
  • General discussion
  • Scrutiny by departmental committee
  • Voting on demand for grants
  • Passing of appropriation bill
  • Passing of finance bill

Budget Approval in Parliament

  • Presented by the Union Finance Minister (with the President's permission)
  • Passed by simple majority in both houses
  • If government fails to pass the budget, it must resign
Railway Budget
Separated from General Budget1924 (Acworth Committee, 1921)
Merged Back into Union Budget2017–18 (Recommended by Bibek Debroy Committee)
⚡ QUICK RECALL
Railway Budget existed separately for nearly 93 years (1924 to 2017) before being merged back into the Union Budget.
Types of Budgets
TypeKey Facts
Traditional / General BudgetControl over government expenditure and development; financial control of legislature over the executive
Performance BudgetDesigned with results in mind; originated in USA (1951, Hoover Commission 1949); first used in some areas in India since 1968; introduced in all ministries and departments 1975–76; also called Outcome Budget/Result-based Budget
Outcome BudgetInitiated in India in 2005 by Finance Minister P. Chidambaram
Zero-based BudgetingEach item considered new (zero) after reconsideration; concept by Peter A. Pyhrr (1970); first used in America (1973); initiated in India by CSIR; applied to general budget for all ministries/departments 1987–88
Gender BudgetDevelopment, welfare, and empowerment of women; first initiated in Australia (1984); initiated in India in 2005–06 by P. Chidambaram
⚠ EXAM TRAP
Outcome Budget (2005) and Gender Budget (2005-06) were BOTH initiated by P. Chidambaram in the same period — easy to confuse the exact years and definitions.
Budget by Revenue/Expenditure Balance
TypeCondition
Balanced BudgetBudget Revenue = Budget Expenditure
Surplus BudgetBudget Revenue > Budget Expenditure
Deficit BudgetBudget Revenue < Budget Expenditure
⚡ QUICK RECALL
Vote on Account relates ONLY to the expenditure side of the budget, and is NOT the same as an Interim Budget (which covers both revenue and expenditure).
Parts of the Budget
PartKey Facts
Revenue ReceiptsNeither increases government liability nor decreases assets; Types: Tax Revenue (Direct, Indirect) and Non-Tax Revenue (Fees & Fines, Interest Receipts, Profits & Dividends, External Grants)
Revenue ExpenditureNeither creates any asset nor decreases any liability; related to current account; Types: Interest Payments, Salaries & Pensions, Government Subsidies
Capital ReceiptsIncreases government liability or decreases assets; Types: Internal Market Loans, Foreign Loans and Aids, Repayment of Loans and Advances, Disinvestment
Capital ExpenditureLeads to creation of assets or decrease in government liability; Types: Construction of infrastructure (schools, hospitals, roads), Repayment of Loans, Investment
Planned ExpenditureBased on priorities of Five-Year Plans; related to creation of assets
Non-Plan ExpenditureConsumption nature / non-developmental
⚠ EXAM TRAP
From 2017, the division of Planned and Non-Plan Expenditure was officially ended — don't use this classification for post-2017 budgets.
Budget Deficit

Total Receipts < Total Expenditure in the Budget.

Budget Deficit = Total Expenditure − Total Receipts

Ended as a separate measure in 1997–98.

Revenue Deficit

Revenue Receipts < Revenue Expenditure.

Revenue Deficit = Revenue Expenditure − Revenue Receipts
Effective Revenue Deficit (ERD)
Introduced2011–12 budget, for the first time
Included in FRBM2012–13

Refers to subtracting grants received for the creation of capital assets from the revenue deficit.

ERD = Revenue Deficit − Grants for Capital Assets Creation
Fiscal Deficit

Excess of total expenditure over total receipts, excluding borrowings, during a fiscal year. Fiscal Deficit is always higher than Revenue Deficit.

Fiscal Deficit = Total Expenditure − Total Receipts (excl. Borrowings)
Fiscal Deficit = Total Expenditure (Plan + Non-plan) − [Revenue Receipts (Tax + Non-tax) + Capital Receipts (excl. borrowings)]
Primary Deficit

Subtracting interest payments from the fiscal deficit; started in 1997–98.

Primary Deficit = Fiscal Deficit − Interest Payments
⚡ QUICK RECALL
Order of deficit magnitude (typically): Fiscal Deficit > Revenue Deficit; Primary Deficit = Fiscal Deficit minus interest burden, so it's usually smaller than Fiscal Deficit.
Fiscal Responsibility and Budget Management Act, 2003 (FRBM Act)
Passed2003
ImplementedJuly 2004

Objective: Fiscal Consolidation and Public Expenditure Management.

Quick Summary / Reference Table
TopicKey Fact
Fiscal Policy — Based onIdeas of economist John Keynes
'Budget' word — OriginFrench word 'Bougette' (meaning small bag)
'Budget' in ConstitutionNot mentioned; Article 112 mentions 'Annual Financial Statement'
State Budget ArticleArticle 202
India's First Budget18 February 1860 by James Wilson
First Budget of Independent IndiaR.K. Shanmukham Chetty — 26 November 1947
First Budget of Republic of IndiaJohn Mathai — 1950
First PM to Present BudgetJawaharlal Nehru (1958–59)
Most Budgets PresentedMorarji Desai — 10 times
Railway Budget Separation1924 (Acworth Committee 1921)
Railway Budget Merged2017–18 (Bibek Debroy Committee recommendation)
Performance Budget — OriginUSA 1951 (Hoover Commission 1949)
Performance Budget in IndiaUsed in some areas since 1968; all ministries from 1975–76
Outcome Budget — India2005 (P. Chidambaram)
Zero-based Budgeting — ConceptPeter A. Pyhrr (1970)
Zero-based Budgeting — First UsedAmerica (1973)
Zero-based Budgeting — IndiaInitiated by CSIR; general budget 1987–88
Gender Budget — First InitiatedAustralia (1984)
Gender Budget — India2005–06 (P. Chidambaram)
Vote on AccountRelated only to expenditure side; ≠ Interim Budget
Budget Deficit FormulaTotal Expenditure − Total Receipts
Budget Deficit ended as separate1997–98
Revenue Deficit FormulaRevenue Expenditure − Revenue Receipts
ERD — Introduced2011–12 budget; included in FRBM: 2012–13
ERD FormulaRevenue Deficit − Grants for Capital Assets Creation
Fiscal DeficitAlways higher than Revenue Deficit
Fiscal Deficit FormulaTotal Expenditure − Total Receipts (excl. borrowings)
Primary Deficit FormulaFiscal Deficit − Interest Payments | Started 1997–98
FRBM ActPassed 2003 | Implemented July 2004
Planned Expenditure endedFrom year 2017 (plan/non-plan division abolished)
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